Filed August 13, 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 3-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,721 | $189,613-97.5% | $167,512-97.2% | $142,382-96.7% |
| Participation rate | 76.5% | 80.1%-3.7pp | 77.1%-0.6pp | 80.1%-3.6pp |
| Annual return | 7.07% | 2024.68%-2017.6pp | 1615.79%-1608.7pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,639 | $4,349-39.3% | $3,882-32.0% | $4,299-38.6% |
| Participant deferral / active EE | $3,142 | $6,981-55.0% | $6,405-50.9% | $6,507-51.7% |
| Admin fee / account holder | $2,044 | $10,528-80.6% | $9,769-79.1% | $12,624-83.8% |