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 | $348,764 | $118,427+194.5% | $66,042+428.1% | $142,382+144.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 17.58% | 35.57%-18.0pp | 52.11%-34.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,725 | $2,570+6.1% | $1,579+72.6% | $4,299-36.6% |
| Participant deferral / active EE | $7,037 | $4,311+63.2% | $2,835+148.2% | $6,507+8.1% |
| Admin fee / account holder | $4,231 | $9,593-55.9% | $5,747-26.4% | $12,624-66.5% |