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 | $116,248 | $90,503+28.4% | $78,689+47.7% | $273,961-57.6% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 6.85% | 75.60%-68.8pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $9,869 | $3,176+210.8% | $2,851+246.2% | $4,869+102.7% |
| Participant deferral / active EE | $5,052 | $3,901+29.5% | $3,517+43.7% | $5,287-4.4% |
| Admin fee / account holder | $25,582 | $5,263+386.0% | $4,510+467.2% | $10,132+152.5% |