Filed April 25, 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 | $128,408 | $101,283+26.8% | $75,826+69.3% | $135,375-5.1% |
| Participation rate | 70.0% | 72.7%-2.7pp | 68.2%+1.8pp | 82.6%-12.6pp |
| Annual return | -6.87% | 3384.62%-3391.5pp | 1914.15%-1921.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,259 | $2,382-47.2% | $1,913-34.2% | $4,779-73.7% |
| Participant deferral / active EE | $8,670 | $3,469+149.9% | $2,862+202.9% | $5,609+54.6% |
| Admin fee / account holder | $14,782 | $6,539+126.1% | $4,726+212.8% | $10,827+36.5% |