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.
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 | $168,627 | $109,359+54.2% | $162,163+4.0% | $72,985+131.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.43% | 25.46%-5.0pp | 115.59%-95.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $7,218 | $3,907+84.7% | $5,614+28.6% | $2,440+195.8% |
| Participant deferral / active EE | $2,678 | $5,481-51.1% | $7,298-63.3% | $3,607-25.8% |
| Admin fee / account holder | $2,152 | $7,972-73.0% | $10,843-80.2% | $5,124-58.0% |