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 | $42,785 | $51,576-17.0% | $129,207-66.9% | $80,856-47.1% |
| Participation rate | 88.2% | 57.0%+31.2pp | 69.6%+18.5pp | 67.6%+20.5pp |
| Annual return | 11.43% | 20.81%-9.4pp | 9417.33%-9405.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,398 | $1,584-11.8% | $4,153-66.3% | $2,755-49.3% |
| Participant deferral / active EE | $4,514 | $2,669+69.1% | $4,168+8.3% | $4,296+5.1% |
| Admin fee / account holder | $6,094 | $4,305+41.6% | $7,715-21.0% | $6,918-11.9% |