Filed February 26, 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 | $45,547 | $136,307-66.6% | $106,619-57.3% | $273,961-83.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 78.0%+14.3pp | 83.0%+9.3pp |
| Annual return | 5.70% | 11.05%-5.4pp | 9.42%-3.7pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,259 | $5,190-56.5% | $3,947-42.8% | $4,869-53.6% |
| Participant deferral / active EE | $4,666 | $4,969-6.1% | $3,930+18.7% | $5,287-11.7% |
| Admin fee / account holder | $24,875 | $8,625+188.4% | $6,418+287.6% | $10,132+145.5% |