Filed January 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,161 | $87,841+18.6% | $133,980-22.3% | $62,891+65.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.65% | 12.05%-6.4pp | 29.30%-23.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,796 | $3,483+95.1% | $5,211+30.4% | $2,281+197.9% |
| Participant deferral / active EE | $522 | $4,812-89.2% | $6,282-91.7% | $3,203-83.7% |
| Admin fee / account holder | $8,847 | $5,371+64.7% | $9,324-5.1% | $4,296+105.9% |