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 9-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 | $111,504 | $72,177+54.5% | $115,037-3.1% | $59,632+87.0% |
| Participation rate | 96.6% | 72.6%+24.1pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | -2.23% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $10,063 | $2,841+254.2% | $4,608+118.4% | $2,203+356.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,927 | $4,927-40.6% | $8,175-64.2% | $4,297-31.9% |