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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,736 | $117,690+44.2% | $71,735+136.6% | $134,475+26.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -22.64% | 25.44%-48.1pp | 9.14%-31.8pp | 417.96%-440.6pp |
| Employer contribution / active EE | $4,365 | $2,525+72.9% | $1,704+156.2% | $4,740-7.9% |
| Participant deferral / active EE | $11,507 | $3,759+206.1% | $2,658+332.9% | $6,400+79.8% |
| Admin fee / account holder | $728 | $6,379-88.6% | $3,974-81.7% | $11,426-93.6% |