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 | $99,450 | $110,094-9.7% | $151,611-34.4% | $68,494+45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.68% | -10.12%-3.6pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,670 | $4,471+4.5% | $6,166-24.3% | $2,596+79.9% |
| Participant deferral / active EE | $3,573 | $6,527-45.3% | $8,363-57.3% | $4,027-11.3% |
| Admin fee / account holder | $17,318 | $7,719+124.4% | $11,616+49.1% | $5,403+220.5% |