Filed July 22, 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 | $23,713 | $65,685-63.9% | $57,179-58.5% | $273,961-91.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.76% | 21.99%-23.7pp | 14.59%-16.3pp | 41.45%-43.2pp |
| Employer contribution / active EE | $2,414 | $3,279-26.4% | $2,682-10.0% | $4,869-50.4% |
| Participant deferral / active EE | $4,352 | $3,782+15.1% | $3,096+40.6% | $5,287-17.7% |
| Admin fee / account holder | $12,389 | $4,835+156.2% | $3,139+294.7% | $10,132+22.3% |