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 | $62,786 | $65,409-4.0% | $98,442-36.2% | $85,850-26.9% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.3%+24.7pp | 69.3%+28.7pp |
| Annual return | 15.26% | 21.76%-6.5pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $3,450 | $2,168+59.1% | $2,960+16.5% | $2,565+34.5% |
| Participant deferral / active EE | $2,921 | $3,166-7.7% | $4,276-31.7% | $3,952-26.1% |
| Admin fee / account holder | $10,142 | $4,593+120.8% | $5,949+70.5% | $6,260+62.0% |