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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,323 | $81,900+165.4% | $119,609+81.7% | $68,494+217.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.59% | -23.82%+4.2pp | -14.97%-4.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $10,894 | $2,693+304.5% | $4,232+157.4% | $2,596+319.6% |
| Participant deferral / active EE | $7,124 | $4,148+71.8% | $5,602+27.2% | $4,027+76.9% |
| Admin fee / account holder | $14,846 | $6,582+125.6% | $10,323+43.8% | $5,403+174.8% |