Filed November 10, 1094
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 | $126,714 | $84,695+49.6% | $73,843+71.6% | $125,391+1.1% |
| Participation rate | 94.1% | 76.8%+17.4pp | 73.4%+20.7pp | 83.2%+10.9pp |
| Annual return | 0.74% | 3123.53%-3122.8pp | 2267.84%-2267.1pp | 282.22%-281.5pp |
| Employer contribution / active EE | $14,051 | $3,123+349.9% | $2,787+404.1% | $4,866+188.8% |
| Participant deferral / active EE | $6,684 | $3,992+67.4% | $3,583+86.5% | $5,352+24.9% |
| Admin fee / account holder | $36,696 | $5,691+544.8% | $4,880+651.9% | $9,540+284.6% |