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 | $137,068 | $125,758+9.0% | $169,993-19.4% | $75,163+82.4% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.0%-0.5pp | 67.2%+19.3pp |
| Annual return | 16.56% | 27.20%-10.6pp | 53.37%-36.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,626 | $4,615-64.8% | $6,785-76.0% | $2,670-39.1% |
| Participant deferral / active EE | $8,243 | $6,837+20.6% | $10,408-20.8% | $4,125+99.8% |
| Admin fee / account holder | $12,936 | $8,173+58.3% | $12,815+0.9% | $5,651+128.9% |