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 | $93,327 | $167,484-44.3% | $151,611-38.4% | $134,475-30.6% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.5%+3.8pp | 81.2%+10.1pp |
| Annual return | -12.47% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $21,234 | $6,829+210.9% | $6,166+244.4% | $4,740+348.0% |
| Participant deferral / active EE | $2,428 | $8,986-73.0% | $8,363-71.0% | $6,400-62.1% |
| Admin fee / account holder | $31,685 | $13,783+129.9% | $11,616+172.8% | $11,426+177.3% |