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 | $121,901 | $138,347-11.9% | $184,203-33.8% | $80,856+50.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.06% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,027 | $4,850+3.6% | $6,427-21.8% | $2,755+82.5% |
| Participant deferral / active EE | $4,037 | $7,071-42.9% | $9,131-55.8% | $4,296-6.0% |
| Admin fee / account holder | $3,382 | $10,483-67.7% | $13,901-75.7% | $6,918-51.1% |