Filed January 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 | $39,136 | $73,515-46.8% | $62,995-37.9% | $147,584-73.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.71% | 175.43%-153.7pp | 87.57%-65.9pp | 578.55%-556.8pp |
| Employer contribution / active EE | $3,909 | $3,320+17.7% | $2,759+41.7% | $4,876-19.8% |
| Participant deferral / active EE | $5,145 | $4,185+22.9% | $3,329+54.5% | $5,439-5.4% |
| Admin fee / account holder | $1,066 | $5,953-82.1% | $3,600-70.4% | $10,885-90.2% |