Filed June 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,797 | $127,100-85.2% | $105,738-82.2% | $135,375-86.1% |
| Participation rate | 73.9% | 82.7%-8.8pp | 76.3%-2.4pp | 82.6%-8.7pp |
| Annual return | 11.90% | 4.49%+7.4pp | 6.27%+5.6pp | 519.73%-507.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $319 | $5,064-93.7% | $4,080-92.2% | $5,609-94.3% |
| Admin fee / account holder | $7,876 | $9,087-13.3% | $6,913+13.9% | $10,827-27.3% |