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 | $89,745 | $123,793-27.5% | $177,821-49.5% | $79,858+12.4% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 16.67% | 22.82%-6.2pp | 48.32%-31.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $4,073 | $4,095-0.5% | $5,918-31.2% | $2,471+64.8% |
| Participant deferral / active EE | $8,175 | $5,956+37.3% | $7,714+6.0% | $3,740+118.6% |
| Admin fee / account holder | $10,098 | $7,243+39.4% | $12,427-18.7% | $5,306+90.3% |