Filed December 20, 1 (most recent of 2 filings on file)
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 7-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 | $23,903 | $105,860-77.4% | $90,749-73.7% | $134,475-82.2% |
| Participation rate | 95.8% | 78.2%+17.6pp | 75.7%+20.1pp | 81.2%+14.6pp |
| Annual return | -14.69% | -11.01%-3.7pp | -12.16%-2.5pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,599 | $3,462-53.8% | $2,921-45.3% | $4,740-66.3% |
| Participant deferral / active EE | $1,008 | $5,216-80.7% | $4,564-77.9% | $6,400-84.3% |
| Admin fee / account holder | $3,516 | $13,938-74.8% | $8,445-58.4% | $11,426-69.2% |