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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,760 | $74,888+245.5% | $71,209+263.4% | $142,382+81.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.63% | 345.14%-337.5pp | 282.51%-274.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $8,955 | $2,854+213.7% | $2,721+229.1% | $4,299+108.3% |
| Participant deferral / active EE | $6,994 | $4,454+57.0% | $4,175+67.5% | $6,507+7.5% |
| Admin fee / account holder | $44,074 | $5,568+691.5% | $5,349+724.0% | $12,624+249.1% |