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 | $129,528 | $110,094+17.7% | $151,611-14.6% | $68,494+89.1% |
| Participation rate | 89.8% | 84.0%+5.8pp | 87.5%+2.3pp | 67.9%+21.9pp |
| Annual return | -9.32% | -10.12%+0.8pp | 3.33%-12.7pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,555 | $4,471-65.2% | $6,166-74.8% | $2,596-40.1% |
| Participant deferral / active EE | $10,169 | $6,527+55.8% | $8,363+21.6% | $4,027+152.5% |
| Admin fee / account holder | $5,841 | $7,719-24.3% | $11,616-49.7% | $5,403+8.1% |