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 | $31,737 | $48,570-34.7% | $130,648-75.7% | $72,985-56.5% |
| Participation rate | 92.9% | 58.6%+34.3pp | 71.7%+21.1pp | 69.5%+23.4pp |
| Annual return | 3.91% | 38.63%-34.7pp | 1708.96%-1705.0pp | 81.00%-77.1pp |
| Employer contribution / active EE | $1,667 | $1,334+24.9% | $4,092-59.3% | $2,440-31.7% |
| Participant deferral / active EE | $2,491 | $2,384+4.5% | $3,603-30.8% | $3,607-30.9% |
| Admin fee / account holder | $855 | $3,549-75.9% | $5,464-84.4% | $5,124-83.3% |