Filed January 11, 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 | $50,004 | $54,762-8.7% | $90,281-44.6% | $72,985-31.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.85% | 30.63%-9.8pp | 78.10%-57.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,383 | $2,092+13.9% | $2,854-16.5% | $2,440-2.3% |
| Participant deferral / active EE | $2,299 | $2,887-20.3% | $3,885-40.8% | $3,607-36.3% |
| Admin fee / account holder | $9,519 | $3,972+139.7% | $5,351+77.9% | $5,124+85.8% |