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 | $196,738 | $96,635+103.6% | $86,612+127.1% | $139,434+41.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.85% | 106.41%-93.6pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $14,557 | $3,263+346.1% | $3,022+381.6% | $4,751+206.4% |
| Participant deferral / active EE | $5,870 | $4,836+21.4% | $4,438+32.3% | $6,710-12.5% |
| Admin fee / account holder | $1,155 | $6,408-82.0% | $5,614-79.4% | $11,403-89.9% |