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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,182 | $58,851-69.1% | $115,157-84.2% | $72,985-75.1% |
| Participation rate | 73.1% | 65.5%+7.5pp | 75.9%-2.8pp | 69.5%+3.6pp |
| Annual return | 3.42% | 23.16%-19.7pp | 35.60%-32.2pp | 81.00%-77.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $326 | $2,643-87.7% | $4,168-92.2% | $3,607-91.0% |
| Admin fee / account holder | $1,118 | $6,370-82.4% | $7,088-84.2% | $5,124-78.2% |