Filed September 17, 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 | $196,394 | $99,985+96.4% | $146,665+33.9% | $85,850+128.8% |
| Participation rate | 83.7% | 73.1%+10.7pp | 80.1%+3.7pp | 69.3%+14.4pp |
| Annual return | 14.52% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,655 | $2,559-35.3% | $4,136-60.0% | $2,565-35.5% |
| Participant deferral / active EE | $3,357 | $4,006-16.2% | $5,506-39.0% | $3,952-15.1% |
| Admin fee / account holder | $2,285 | $7,702-70.3% | $10,280-77.8% | $6,260-63.5% |