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 | $226,363 | $101,724+122.5% | $164,813+37.3% | $80,856+180.0% |
| Participation rate | 78.1% | 71.8%+6.3pp | 78.6%-0.5pp | 67.6%+10.5pp |
| Annual return | 15.57% | 16.72%-1.1pp | 69.93%-54.4pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,921 | $2,953-35.0% | $4,341-55.7% | $2,755-30.3% |
| Participant deferral / active EE | $3,787 | $4,477-15.4% | $6,031-37.2% | $4,296-11.9% |
| Admin fee / account holder | $33,760 | $8,227+310.3% | $12,690+166.0% | $6,918+388.0% |