Filed January 19, 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 | $94,776 | $214,378-55.8% | $200,582-52.7% | $142,382-33.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 14.43% | 46.41%-32.0pp | 42.33%-27.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,406 | $6,841-21.0% | $6,419-15.8% | $4,299+25.7% |
| Participant deferral / active EE | $6,244 | $9,865-36.7% | $9,331-33.1% | $6,507-4.0% |
| Admin fee / account holder | $4,653 | $17,692-73.7% | $16,305-71.5% | $12,624-63.1% |