Filed February 24, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,413 | $55,453-43.4% | $170,442-81.6% | $62,292-49.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.90% | 21.38%-5.5pp | 205.93%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,726 | $2,164-20.2% | $5,433-68.2% | $2,042-15.5% |
| Participant deferral / active EE | $1,245 | $2,303-45.9% | $4,939-74.8% | $3,169-60.7% |
| Admin fee / account holder | $1,022 | $455+124.6% | $13,880-92.6% | $479+113.2% |