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 | $105,085 | $125,758-16.4% | $169,993-38.2% | $75,163+39.8% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 21.66% | 27.20%-5.5pp | 53.37%-31.7pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4,572 | $4,615-0.9% | $6,785-32.6% | $2,670+71.2% |
| Participant deferral / active EE | $7,360 | $6,837+7.6% | $10,408-29.3% | $4,125+78.4% |
| Admin fee / account holder | $3,196 | $8,173-60.9% | $12,815-75.1% | $5,651-43.4% |