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 | $108,933 | $118,919-8.4% | $88,538+23.0% | $152,861-28.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 26.12% | 47.92%-21.8pp | 43.64%-17.5pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,591 | $2,669-2.9% | $2,098+23.5% | $4,762-45.6% |
| Participant deferral / active EE | $7,973 | $3,549+124.7% | $2,914+173.6% | $5,850+36.3% |
| Admin fee / account holder | $32,317 | $5,876+450.0% | $4,310+649.8% | $11,596+178.7% |