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 | $214,941 | $137,414+56.4% | $189,513+13.4% | $85,850+150.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.38% | 38.14%-19.8pp | 555.15%-536.8pp | 318.53%-300.2pp |
| Employer contribution / active EE | $8,567 | $4,344+97.2% | $6,162+39.0% | $2,565+234.0% |
| Participant deferral / active EE | $3,779 | $6,260-39.6% | $8,221-54.0% | $3,952-4.4% |
| Admin fee / account holder | $5,133 | $8,630-40.5% | $12,045-57.4% | $6,260-18.0% |