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 | $138,453 | $99,020+39.8% | $86,590+59.9% | $147,584-6.2% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 20.25% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $9,105 | $3,132+190.7% | $2,839+220.7% | $4,876+86.7% |
| Participant deferral / active EE | $4,937 | $3,972+24.3% | $3,609+36.8% | $5,439-9.2% |
| Admin fee / account holder | $1,387 | $5,710-75.7% | $4,906-71.7% | $10,885-87.3% |