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.
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 | $49,070 | $89,355-45.1% | $141,162-65.2% | $72,985-32.8% |
| Participation rate | 76.1% | 75.1%+1.0pp | 82.5%-6.4pp | 69.5%+6.6pp |
| Annual return | 24.86% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $66 | $3,114-97.9% | $4,735-98.6% | $2,440-97.3% |
| Participant deferral / active EE | $3,432 | $5,418-36.7% | $6,709-48.8% | $3,607-4.9% |
| Admin fee / account holder | $7,780 | $5,958+30.6% | $10,261-24.2% | $5,124+51.8% |