Filed July 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 | $81,457 | $110,257-26.1% | $96,544-15.6% | $139,434-41.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 16.45% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,150 | $3,620-68.2% | $2,965-61.2% | $4,751-75.8% |
| Participant deferral / active EE | $4,908 | $5,548-11.5% | $4,851+1.2% | $6,710-26.9% |
| Admin fee / account holder | $14,371 | $11,591+24.0% | $8,252+74.1% | $11,403+26.0% |