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 | $52,872 | $43,723+20.9% | $121,196-56.4% | $64,186-17.6% |
| Participation rate | 86.7% | 58.3%+28.3pp | 71.7%+14.9pp | 69.6%+17.1pp |
| Annual return | 10.08% | 68.91%-58.8pp | 16.93%-6.9pp | 7.63%+2.4pp |
| Employer contribution / active EE | $3,449 | $1,296+166.1% | $4,022-14.2% | $2,381+44.9% |
| Participant deferral / active EE | $2,163 | $2,280-5.1% | $3,344-35.3% | $3,470-37.7% |
| Admin fee / account holder | $3,648 | $3,501+4.2% | $5,019-27.3% | $4,888-25.4% |