Filed July 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,324 | $56,897-64.3% | $84,750-76.0% | $62,891-67.7% |
| Participation rate | 77.6% | 68.5%+9.0pp | 76.6%+1.0pp | 69.3%+8.3pp |
| Annual return | 10.08% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $290 | $2,400-87.9% | $3,574-91.9% | $2,281-87.3% |
| Participant deferral / active EE | $2,192 | $2,709-19.1% | $3,712-40.9% | $3,203-31.6% |
| Admin fee / account holder | $407 | $3,581-88.6% | $5,332-92.4% | $4,296-90.5% |