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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,299 | $217,402-84.7% | $185,823-82.1% | $167,490-80.1% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+14.0pp | 82.1%+13.5pp |
| Annual return | 28.76% | 148.36%-119.6pp | 122.05%-93.3pp | 478.56%-449.8pp |
| Employer contribution / active EE | $3,214 | $5,873-45.3% | $5,167-37.8% | $4,837-33.6% |
| Participant deferral / active EE | $3,060 | $6,356-51.9% | $5,568-45.0% | $6,341-51.7% |
| Admin fee / account holder | $5,684 | $19,811-71.3% | $16,237-65.0% | $12,309-53.8% |