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 | $200,301 | $110,094+81.9% | $151,611+32.1% | $68,494+192.4% |
| Participation rate | 98.6% | 84.0%+14.7pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -9.39% | -10.12%+0.7pp | 3.33%-12.7pp | -7.84%-1.5pp |
| Employer contribution / active EE | $8,518 | $4,471+90.5% | $6,166+38.1% | $2,596+228.1% |
| Participant deferral / active EE | $3,758 | $6,527-42.4% | $8,363-55.1% | $4,027-6.7% |
| Admin fee / account holder | $1,493 | $7,719-80.7% | $11,616-87.1% | $5,403-72.4% |