Filed May 22, 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 | $194,709 | $109,817+77.3% | $98,442+97.8% | $167,490+16.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.21% | 1956.69%-1934.5pp | 1492.73%-1470.5pp | 478.56%-456.3pp |
| Employer contribution / active EE | $12,167 | $3,224+277.4% | $2,960+311.1% | $4,837+151.5% |
| Participant deferral / active EE | $6,238 | $4,673+33.5% | $4,276+45.9% | $6,341-1.6% |
| Admin fee / account holder | $909 | $6,753-86.5% | $5,949-84.7% | $12,309-92.6% |