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 | $127,590 | $123,793+3.1% | $177,821-28.2% | $79,858+59.8% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 12.91% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,347 | $4,095-67.1% | $5,918-77.2% | $2,471-45.5% |
| Participant deferral / active EE | $8,152 | $5,956+36.9% | $7,714+5.7% | $3,740+118.0% |
| Admin fee / account holder | $8,426 | $7,243+16.3% | $12,427-32.2% | $5,306+58.8% |