Filed April 11, 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 | $43,454 | $45,152-3.8% | $73,843-41.2% | $59,632-27.1% |
| Participation rate | 82.1% | 64.0%+18.0pp | 73.4%+8.6pp | 68.7%+13.4pp |
| Annual return | -0.91% | 27.40%-28.3pp | 2267.84%-2268.8pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,393 | $1,902-26.7% | $2,787-50.0% | $2,203-36.7% |
| Participant deferral / active EE | $2,677 | $2,574+4.0% | $3,583-25.3% | $3,192-16.1% |
| Admin fee / account holder | $3,145 | $3,516-10.5% | $4,880-35.6% | $4,297-26.8% |