Filed March 12, 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 | $43,343 | $43,723-0.9% | $121,196-64.2% | $64,186-32.5% |
| Participation rate | 82.6% | 58.3%+24.3pp | 71.7%+10.9pp | 69.6%+13.0pp |
| Annual return | 7.64% | 68.91%-61.3pp | 16.93%-9.3pp | 7.63%0pp |
| Employer contribution / active EE | $2,042 | $1,296+57.6% | $4,022-49.2% | $2,381-14.2% |
| Participant deferral / active EE | $3,083 | $2,280+35.2% | $3,344-7.8% | $3,470-11.1% |
| Admin fee / account holder | $1,706 | $3,501-51.3% | $5,019-66.0% | $4,888-65.1% |