Filed July 29, 2025 (most recent of 3 filings on file)
Total covered: 11 employees
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,687 | $43,723+6.8% | $121,196-61.5% | $64,186-27.3% |
| Participation rate | 92.4% | 58.3%+34.1pp | 71.7%+20.7pp | 69.6%+22.9pp |
| Annual return | 16.36% | 68.91%-52.5pp | 16.93%-0.6pp | 7.63%+8.7pp |
| Employer contribution / active EE | $1,223 | $1,296-5.7% | $4,022-69.6% | $2,381-48.6% |
| Participant deferral / active EE | $3,705 | $2,280+62.5% | $3,344+10.8% | $3,470+6.8% |
| Admin fee / account holder | $1,556 | $3,501-55.6% | $5,019-69.0% | $4,888-68.2% |