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 | $199,851 | $148,978+34.1% | $200,582-0.4% | $84,808+135.7% |
| Participation rate | 87.8% | 84.2%+3.5pp | 86.9%+0.9pp | 68.3%+19.4pp |
| Annual return | 14.78% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,154 | $4,815-55.3% | $6,419-66.4% | $2,631-18.1% |
| Participant deferral / active EE | $8,571 | $7,142+20.0% | $9,331-8.1% | $4,212+103.5% |
| Admin fee / account holder | $9,494 | $13,977-32.1% | $16,305-41.8% | $7,344+29.3% |