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.
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 | $109,873 | $109,359+0.5% | $162,163-32.2% | $72,985+50.5% |
| Participation rate | 85.5% | 84.3%+1.2pp | 87.6%-2.1pp | 69.5%+16.0pp |
| Annual return | 25.47% | 25.46%0pp | 115.59%-90.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,242 | $3,907-68.2% | $5,614-77.9% | $2,440-49.1% |
| Participant deferral / active EE | $9,752 | $5,481+77.9% | $7,298+33.6% | $3,607+170.3% |
| Admin fee / account holder | $19,577 | $7,972+145.6% | $10,843+80.6% | $5,124+282.0% |