Filed February 21, 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 | $36,020 | $53,127-32.2% | $86,590-58.4% | $70,131-48.6% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 15.29% | 27.66%-12.4pp | 964.84%-949.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $847 | $2,068-59.0% | $2,839-70.2% | $2,342-63.8% |
| Participant deferral / active EE | $3,285 | $2,696+21.8% | $3,609-9.0% | $3,332-1.4% |
| Admin fee / account holder | $4,900 | $3,585+36.7% | $4,906-0.1% | $4,645+5.5% |