Filed December 11, 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.
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 | $45,402 | $54,541-16.8% | $78,778-42.4% | $70,131-35.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 15.90% | 21.07%-5.2pp | 35.62%-19.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,332 | $1,089+22.4% | $1,986-32.9% | $2,342-43.1% |
| Participant deferral / active EE | $2,538 | $2,210+14.8% | $2,958-14.2% | $3,332-23.8% |
| Admin fee / account holder | $405 | $3,709-89.1% | $5,134-92.1% | $4,645-91.3% |