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 | $78,942 | $110,094-28.3% | $151,611-47.9% | $68,494+15.3% |
| Participation rate | 91.2% | 84.0%+7.2pp | 87.5%+3.7pp | 67.9%+23.3pp |
| Annual return | -18.48% | -10.12%-8.4pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,291 | $4,471-4.0% | $6,166-30.4% | $2,596+65.3% |
| Participant deferral / active EE | $7,638 | $6,527+17.0% | $8,363-8.7% | $4,027+89.6% |
| Admin fee / account holder | $13,366 | $7,719+73.2% | $11,616+15.1% | $5,403+147.4% |