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 | $184,640 | $129,217+42.9% | $93,406+97.7% | $158,922+16.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 24.56% | 118.21%-93.7pp | 78.05%-53.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $2,247 | $2,711-17.1% | $2,075+8.3% | $4,761-52.8% |
| Participant deferral / active EE | $12,639 | $3,909+223.3% | $3,126+304.4% | $5,982+111.3% |
| Admin fee / account holder | $22,526 | $7,383+205.1% | $5,230+330.7% | $11,246+100.3% |