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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,813 | $123,909+125.0% | $69,647+300.3% | $145,922+91.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 25.51% | 190.55%-165.0pp | 100.48%-75.0pp | 561.29%-535.8pp |
| Employer contribution / active EE | $4,410 | $2,682+64.5% | $1,712+157.5% | $4,660-5.4% |
| Participant deferral / active EE | $11,041 | $4,236+160.7% | $2,886+282.6% | $6,688+65.1% |
| Admin fee / account holder | $4,247 | $7,863-46.0% | $4,713-9.9% | $13,397-68.3% |