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 | $73,530 | $58,694+25.3% | $142,863-48.5% | $85,850-14.3% |
| Participation rate | 85.4% | 58.5%+26.9pp | 71.9%+13.5pp | 69.3%+16.1pp |
| Annual return | 14.52% | 27.72%-13.2pp | 5637.54%-5623.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3,611 | $1,423+153.8% | $4,144-12.9% | $2,565+40.8% |
| Participant deferral / active EE | $2,176 | $2,607-16.5% | $3,837-43.3% | $3,952-44.9% |
| Admin fee / account holder | $6,731 | $4,239+58.8% | $6,560+2.6% | $6,260+7.5% |