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 | $1,102,547 | $198,466+455.5% | $170,442+546.9% | $147,584+647.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.18% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $35,143 | $6,184+468.3% | $5,433+546.9% | $4,876+620.7% |
| Participant deferral / active EE | $23,778 | $5,629+322.4% | $4,939+381.4% | $5,439+337.2% |
| Admin fee / account holder | $3,535 | $16,852-79.0% | $13,880-74.5% | $10,885-67.5% |