Filed October 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,103 | $87,841+7.1% | $133,980-29.8% | $62,891+49.6% |
| Participation rate | 72.0% | 83.4%-11.4pp | 87.1%-15.1pp | 69.3%+2.7pp |
| Annual return | 4.50% | 12.05%-7.5pp | 29.30%-24.8pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,866 | $3,483-17.7% | $5,211-45.0% | $2,281+25.7% |
| Participant deferral / active EE | $4,725 | $4,812-1.8% | $6,282-24.8% | $3,203+47.5% |
| Admin fee / account holder | $1,160 | $5,371-78.4% | $9,324-87.6% | $4,296-73.0% |