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 | $133,183 | $137,414-3.1% | $189,513-29.7% | $85,850+55.1% |
| Participation rate | 86.4% | 84.6%+1.8pp | 87.8%-1.4pp | 69.3%+17.1pp |
| Annual return | 18.67% | 38.14%-19.5pp | 555.15%-536.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,197 | $4,344-72.4% | $6,162-80.6% | $2,565-53.3% |
| Participant deferral / active EE | $7,154 | $6,260+14.3% | $8,221-13.0% | $3,952+81.0% |
| Admin fee / account holder | $21,447 | $8,630+148.5% | $12,045+78.1% | $6,260+242.6% |