Filed December 14, 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 | $219,872 | $91,552+140.2% | $133,956+64.1% | $79,858+175.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.92% | 61.85%-41.9pp | 45.09%-25.2pp | 31.71%-11.8pp |
| Employer contribution / active EE | $4,931 | $2,384+106.9% | $3,919+25.8% | $2,471+99.6% |
| Participant deferral / active EE | $5,879 | $3,733+57.5% | $5,048+16.5% | $3,740+57.2% |
| Admin fee / account holder | $3,357 | $6,321-46.9% | $8,927-62.4% | $5,306-36.7% |