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 | $65,070 | $51,576+26.2% | $129,207-49.6% | $80,856-19.5% |
| Participation rate | 72.6% | 57.0%+15.6pp | 69.6%+3.0pp | 67.6%+5.0pp |
| Annual return | 12.74% | 20.81%-8.1pp | 9417.33%-9404.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $572 | $1,584-63.9% | $4,153-86.2% | $2,755-79.2% |
| Participant deferral / active EE | $1,877 | $2,669-29.7% | $4,168-55.0% | $4,296-56.3% |
| Admin fee / account holder | $8,998 | $4,305+109.0% | $7,715+16.6% | $6,918+30.1% |