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 | $207,169 | $91,538+126.3% | $129,995+59.4% | $75,163+175.6% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 16.23% | -631.11%+647.3pp | -137.18%+153.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,887 | $2,845-33.7% | $4,320-56.3% | $2,670-29.3% |
| Participant deferral / active EE | $3,523 | $4,341-18.8% | $5,820-39.5% | $4,125-14.6% |
| Admin fee / account holder | $20,733 | $6,790+205.3% | $10,614+95.3% | $5,651+266.9% |