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 | $110,142 | $123,793-11.0% | $177,821-38.1% | $79,858+37.9% |
| Participation rate | 93.5% | 84.7%+8.9pp | 87.7%+5.8pp | 69.6%+23.9pp |
| Annual return | 7.64% | 22.82%-15.2pp | 48.32%-40.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $5,752 | $4,095+40.5% | $5,918-2.8% | $2,471+132.8% |
| Participant deferral / active EE | $1,204 | $5,956-79.8% | $7,714-84.4% | $3,740-67.8% |
| Admin fee / account holder | $11,762 | $7,243+62.4% | $12,427-5.4% | $5,306+121.7% |