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 | $64,854 | $53,777+20.6% | $134,143-51.7% | $79,858-18.8% |
| Participation rate | 77.1% | 58.8%+18.3pp | 72.2%+4.9pp | 69.6%+7.5pp |
| Annual return | 15.78% | 19.01%-3.2pp | 36.33%-20.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,670 | $1,321+102.1% | $3,704-27.9% | $2,471+8.1% |
| Participant deferral / active EE | $1,760 | $2,420-27.3% | $3,499-49.7% | $3,740-53.0% |
| Admin fee / account holder | $10,381 | $3,984+160.6% | $6,684+55.3% | $5,306+95.6% |