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 | $61,378 | $64,839-5.3% | $95,585-35.8% | $84,808-27.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.96% | -670.96%+684.9pp | 38.56%-24.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,447 | $1,759-17.7% | $2,527-42.7% | $2,631-45.0% |
| Participant deferral / active EE | $2,260 | $2,965-23.8% | $4,023-43.8% | $4,212-46.3% |
| Admin fee / account holder | $21,481 | $5,964+260.2% | $6,127+250.6% | $7,344+192.5% |