Filed January 29, 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.
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 | $138,569 | $94,529+46.6% | $140,016-1.0% | $64,186+115.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 2.11% | 7.77%-5.7pp | 651.12%-649.0pp | 7.63%-5.5pp |
| Employer contribution / active EE | $7,107 | $3,812+86.4% | $5,606+26.8% | $2,381+198.5% |
| Participant deferral / active EE | $1,996 | $5,250-62.0% | $6,927-71.2% | $3,470-42.5% |
| Admin fee / account holder | $2,196 | $6,741-67.4% | $10,705-79.5% | $4,888-55.1% |