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 | $218,095 | $91,538+138.3% | $129,995+67.8% | $75,163+190.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.65% | -631.11%+646.8pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $15,038 | $2,845+428.5% | $4,320+248.1% | $2,670+463.3% |
| Participant deferral / active EE | $8,071 | $4,341+85.9% | $5,820+38.7% | $4,125+95.7% |
| Admin fee / account holder | $29,717 | $6,790+337.6% | $10,614+180.0% | $5,651+425.9% |