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 | $175,721 | $80,724+117.7% | $103,333+70.1% | $74,495+135.9% |
| Participation rate | 79.5% | 65.7%+13.8pp | 74.5%+5.0pp | 67.2%+12.3pp |
| Annual return | 17.11% | 27.56%-10.4pp | 24.88%-7.8pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,564 | $3,157+12.9% | $3,868-7.9% | $2,623+35.9% |
| Participant deferral / active EE | $7,810 | $3,860+102.3% | $5,057+54.4% | $4,346+79.7% |
| Admin fee / account holder | $4,124 | $2,368+74.2% | $8,355-50.6% | $1,942+112.4% |