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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,511 | $117,841-18.9% | $102,423-6.7% | $145,922-34.5% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 14.42% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $680 | $3,615-81.2% | $3,023-77.5% | $4,660-85.4% |
| Participant deferral / active EE | $7,124 | $5,731+24.3% | $5,053+41.0% | $6,688+6.5% |
| Admin fee / account holder | $7,298 | $13,326-45.2% | $9,451-22.8% | $13,397-45.5% |