Filed April 20, 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 | $52,705 | $100,041-47.3% | $149,718-64.8% | $70,131-24.8% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 99.05% | 27.43%+71.6pp | 1501.63%-1402.6pp | 73.14%+25.9pp |
| Employer contribution / active EE | $3,002 | $3,662-18.0% | $5,445-44.9% | $2,342+28.2% |
| Participant deferral / active EE | $7,252 | $4,983+45.5% | $6,569+10.4% | $3,332+117.7% |
| Admin fee / account holder | $2,457 | $8,286-70.3% | $11,283-78.2% | $4,645-47.1% |