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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,616 | $89,355-27.7% | $141,162-54.2% | $72,985-11.5% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | -22.71% | 111.85%-134.6pp | 71.39%-94.1pp | 81.00%-103.7pp |
| Employer contribution / active EE | $8,048 | $3,114+158.4% | $4,735+70.0% | $2,440+229.9% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,466 | $5,958+42.1% | $10,261-17.5% | $5,124+65.2% |