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 | $137,066 | $137,414-0.3% | $189,513-27.7% | $85,850+59.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.65% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $4,762 | $4,344+9.6% | $6,162-22.7% | $2,565+85.6% |
| Participant deferral / active EE | $3,704 | $6,260-40.8% | $8,221-54.9% | $3,952-6.3% |
| Admin fee / account holder | $556 | $8,630-93.6% | $12,045-95.4% | $6,260-91.1% |