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 | $110,815 | $109,359+1.3% | $162,163-31.7% | $72,985+51.8% |
| Participation rate | 93.3% | 84.3%+9.1pp | 87.6%+5.8pp | 69.5%+23.8pp |
| Annual return | 12.09% | 25.46%-13.4pp | 115.59%-103.5pp | 81.00%-68.9pp |
| Employer contribution / active EE | $6,952 | $3,907+77.9% | $5,614+23.8% | $2,440+184.9% |
| Participant deferral / active EE | $1,016 | $5,481-81.5% | $7,298-86.1% | $3,607-71.8% |
| Admin fee / account holder | $24,421 | $7,972+206.3% | $10,843+125.2% | $5,124+376.6% |