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 | $116,625 | $100,041+16.6% | $149,718-22.1% | $70,131+66.3% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 9.68% | 27.43%-17.8pp | 1501.63%-1492.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $7,472 | $3,662+104.1% | $5,445+37.2% | $2,342+219.0% |
| Participant deferral / active EE | $689 | $4,983-86.2% | $6,569-89.5% | $3,332-79.3% |
| Admin fee / account holder | $4,590 | $8,286-44.6% | $11,283-59.3% | $4,645-1.2% |