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 | $65,862 | $100,041-34.2% | $149,718-56.0% | $70,131-6.1% |
| Participation rate | 88.4% | 83.6%+4.8pp | 87.1%+1.3pp | 69.5%+18.8pp |
| Annual return | 17.00% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,831 | $3,662-22.7% | $5,445-48.0% | $2,342+20.9% |
| Participant deferral / active EE | $5,107 | $4,983+2.5% | $6,569-22.2% | $3,332+53.3% |
| Admin fee / account holder | $36,215 | $8,286+337.0% | $11,283+221.0% | $4,645+679.6% |