Filed February 10, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,748 | $168,632+97.9% | $147,614+126.1% | $125,391+166.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.35% | 77.65%-80.0pp | 61.98%-64.3pp | 282.22%-284.6pp |
| Employer contribution / active EE | $33,762 | $6,252+440.0% | $5,564+506.7% | $4,866+593.8% |
| Participant deferral / active EE | $22,579 | $5,507+310.0% | $4,895+361.2% | $5,352+321.9% |
| Admin fee / account holder | $1,102 | $13,580-91.9% | $11,611-90.5% | $9,540-88.4% |