Filed December 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $174,769 | $127,777+36.8% | $106,548+64.0% | $167,490+4.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.74% | 33.87%-25.1pp | 26.80%-18.1pp | 478.56%-469.8pp |
| Employer contribution / active EE | $15,651 | $3,427+356.8% | $2,819+455.2% | $4,837+223.5% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $6,330 | $11,228-43.6% | $7,407-14.5% | $12,309-48.6% |