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 | $75,692 | $123,793-38.9% | $177,821-57.4% | $79,858-5.2% |
| Participation rate | 82.0% | 84.7%-2.7pp | 87.7%-5.8pp | 69.6%+12.3pp |
| Annual return | 16.39% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,568 | $4,095-37.3% | $5,918-56.6% | $2,471+3.9% |
| Participant deferral / active EE | $6,548 | $5,956+9.9% | $7,714-15.1% | $3,740+75.1% |
| Admin fee / account holder | $3,216 | $7,243-55.6% | $12,427-74.1% | $5,306-39.4% |