Filed January 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 | $96,127 | $72,277+33.0% | $101,248-5.1% | $79,858+20.4% |
| Participation rate | 70.8% | 68.5%+2.4pp | 75.8%-5.0pp | 69.6%+1.2pp |
| Annual return | 14.41% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,023 | $2,692-62.0% | $3,660-72.1% | $2,471-58.6% |
| Participant deferral / active EE | $6,184 | $3,282+88.5% | $4,370+41.5% | $3,740+65.4% |
| Admin fee / account holder | $7,061 | $4,400+60.5% | $5,945+18.8% | $5,306+33.1% |