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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,974 | $94,529+24.8% | $140,016-15.7% | $64,186+83.8% |
| Participation rate | 90.3% | 84.1%+6.2pp | 87.5%+2.8pp | 69.6%+20.8pp |
| Annual return | -1.23% | 7.77%-9.0pp | 651.12%-652.3pp | 7.63%-8.9pp |
| Employer contribution / active EE | $7,513 | $3,812+97.1% | $5,606+34.0% | $2,381+215.6% |
| Participant deferral / active EE | $661 | $5,250-87.4% | $6,927-90.5% | $3,470-81.0% |
| Admin fee / account holder | $1,221 | $6,741-81.9% | $10,705-88.6% | $4,888-75.0% |