Filed July 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $158,817-100.0% | $121,196-100.0% | $135,375-100.0% |
| Participation rate | 95.8% | 79.3%+16.5pp | 71.7%+24.1pp | 82.6%+13.2pp |
| Annual return | -64.00% | -0.64%-63.4pp | 16.93%-80.9pp | 519.73%-583.7pp |
| Employer contribution / active EE | $1,941 | $5,665-65.7% | $4,022-51.7% | $4,779-59.4% |
| Participant deferral / active EE | $2,187 | $4,005-45.4% | $3,344-34.6% | $5,609-61.0% |
| Admin fee / account holder | $18,987 | $6,512+191.5% | $5,019+278.3% | $10,827+75.4% |