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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,621 | $56,897+31.2% | $84,750-12.0% | $62,891+18.7% |
| Participation rate | 91.7% | 68.5%+23.1pp | 76.6%+15.1pp | 69.3%+22.4pp |
| Annual return | 8.76% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,457 | $2,400+44.1% | $3,574-3.3% | $2,281+51.6% |
| Participant deferral / active EE | $6,120 | $2,709+125.9% | $3,712+64.9% | $3,203+91.1% |
| Admin fee / account holder | $11,773 | $3,581+228.8% | $5,332+120.8% | $4,296+174.1% |