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 | $216,581 | $115,708+87.2% | $65,255+231.9% | $139,434+55.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 24.49% | 31.19%-6.7pp | 47.35%-22.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $4,908 | $2,599+88.8% | $1,691+190.2% | $4,751+3.3% |
| Participant deferral / active EE | $12,447 | $4,240+193.6% | $2,831+339.7% | $6,710+85.5% |
| Admin fee / account holder | $5,563 | $6,698-17.0% | $4,112+35.3% | $11,403-51.2% |