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 | $38,917 | $53,777-27.6% | $134,143-71.0% | $79,858-51.3% |
| Participation rate | 87.2% | 58.8%+28.5pp | 72.2%+15.1pp | 69.6%+17.6pp |
| Annual return | 12.71% | 19.01%-6.3pp | 36.33%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,506 | $1,321+89.7% | $3,704-32.3% | $2,471+1.4% |
| Participant deferral / active EE | $3,091 | $2,420+27.7% | $3,499-11.7% | $3,740-17.4% |
| Admin fee / account holder | $5,826 | $3,984+46.2% | $6,684-12.8% | $5,306+9.8% |