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 | $68,166 | $61,774+10.3% | $97,226-29.9% | $80,856-15.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 17.95% | -557.90%+575.9pp | 75.13%-57.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,426 | $1,837-22.4% | $2,729-47.8% | $2,755-48.2% |
| Participant deferral / active EE | $2,499 | $3,029-17.5% | $4,264-41.4% | $4,296-41.8% |
| Admin fee / account holder | $2,062 | $5,166-60.1% | $5,654-63.5% | $6,918-70.2% |