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 | $28,318 | $49,177-42.4% | $79,464-64.4% | $64,186-55.9% |
| Participation rate | 73.7% | 65.0%+8.7pp | 73.3%+0.3pp | 69.6%+4.1pp |
| Annual return | -5.07% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $975 | $2,076-53.0% | $2,800-65.2% | $2,381-59.0% |
| Participant deferral / active EE | $3,313 | $2,821+17.4% | $3,704-10.6% | $3,470-4.5% |
| Admin fee / account holder | $8,676 | $3,839+126.0% | $5,113+69.7% | $4,888+77.5% |