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 | $38,242 | $51,576-25.9% | $129,207-70.4% | $80,856-52.7% |
| Participation rate | 85.5% | 57.0%+28.5pp | 69.6%+15.8pp | 67.6%+17.8pp |
| Annual return | 24.87% | 20.81%+4.1pp | 9417.33%-9392.5pp | 35.59%-10.7pp |
| Employer contribution / active EE | $1,832 | $1,584+15.7% | $4,153-55.9% | $2,755-33.5% |
| Participant deferral / active EE | $2,703 | $2,669+1.3% | $4,168-35.1% | $4,296-37.1% |
| Admin fee / account holder | $2,140 | $4,305-50.3% | $7,715-72.3% | $6,918-69.1% |