Filed August 11, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,069 | $94,529+0.6% | $140,016-32.1% | $64,186+48.1% |
| Participation rate | 87.1% | 84.1%+3.1pp | 87.5%-0.4pp | 69.6%+17.6pp |
| Annual return | -3.42% | 7.77%-11.2pp | 651.12%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $907 | $3,812-76.2% | $5,606-83.8% | $2,381-61.9% |
| Participant deferral / active EE | $7,115 | $5,250+35.5% | $6,927+2.7% | $3,470+105.1% |
| Admin fee / account holder | $856 | $6,741-87.3% | $10,705-92.0% | $4,888-82.5% |