Filed December 21, 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.
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 | $143,394 | $165,912-13.6% | $122,332+17.2% | $147,584-2.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 16.19% | 34.55%-18.4pp | 30.27%-14.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,794 | $5,754-51.4% | $4,050-31.0% | $4,876-42.7% |
| Participant deferral / active EE | $12,461 | $4,005+211.1% | $3,287+279.1% | $5,439+129.1% |
| Admin fee / account holder | $531 | $7,424-92.8% | $5,478-90.3% | $10,885-95.1% |