Filed August 17, 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 | $35,961 | $77,813-53.8% | $123,544-70.9% | $64,186-44.0% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -5.50% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,379 | $3,014-21.1% | $4,628-48.6% | $2,381-0.1% |
| Participant deferral / active EE | $3,613 | $5,240-31.1% | $6,426-43.8% | $3,470+4.1% |
| Admin fee / account holder | $6,027 | $5,519+9.2% | $9,284-35.1% | $4,888+23.3% |