Filed April 15, 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 | $80,316 | $87,841-8.6% | $133,980-40.1% | $62,891+27.7% |
| Participation rate | 95.0% | 83.4%+11.6pp | 87.1%+7.9pp | 69.3%+25.7pp |
| Annual return | 6.50% | 12.05%-5.6pp | 29.30%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,812 | $3,483-19.3% | $5,211-46.0% | $2,281+23.3% |
| Participant deferral / active EE | $5,450 | $4,812+13.3% | $6,282-13.2% | $3,203+70.2% |
| Admin fee / account holder | $4,875 | $5,371-9.2% | $9,324-47.7% | $4,296+13.5% |