Filed April 22, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,812 | $87,841-26.2% | $133,980-51.6% | $62,891+3.1% |
| Participation rate | 80.5% | 83.4%-2.9pp | 87.1%-6.6pp | 69.3%+11.2pp |
| Annual return | 9.28% | 12.05%-2.8pp | 29.30%-20.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,798 | $3,483+9.0% | $5,211-27.1% | $2,281+66.5% |
| Participant deferral / active EE | $2,130 | $4,812-55.7% | $6,282-66.1% | $3,203-33.5% |
| Admin fee / account holder | $974 | $5,371-81.9% | $9,324-89.5% | $4,296-77.3% |