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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,805 | $102,317-40.6% | $146,958-58.6% | $80,856-24.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 10.57% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,457 | $3,713-33.8% | $4,933-50.2% | $2,755-10.8% |
| Participant deferral / active EE | $3,664 | $6,644-44.9% | $8,070-54.6% | $4,296-14.7% |
| Admin fee / account holder | $5,309 | $7,941-33.1% | $12,998-59.2% | $6,918-23.3% |