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.
Participant 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 | $57,133 | $98,750-42.1% | $149,696-61.8% | $79,858-28.5% |
| Participation rate | 72.1% | 75.8%-3.7pp | 82.5%-10.4pp | 69.6%+2.5pp |
| Annual return | 12.62% | 27.43%-14.8pp | 276.60%-264.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,314 | $5,680-59.3% | $6,842-66.2% | $3,740-38.1% |
| Admin fee / account holder | $2,935 | $6,053-51.5% | $9,309-68.5% | $5,306-44.7% |