Filed January 13, 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 | $100,315 | $109,359-8.3% | $162,163-38.1% | $72,985+37.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.53% | 25.46%-7.9pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $4,034 | $3,907+3.2% | $5,614-28.1% | $2,440+65.3% |
| Participant deferral / active EE | $3,923 | $5,481-28.4% | $7,298-46.2% | $3,607+8.8% |
| Admin fee / account holder | $30,545 | $7,972+283.2% | $10,843+181.7% | $5,124+496.1% |