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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,659 | $67,331+25.7% | $60,874+39.1% | $134,475-37.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.14% | 49.93%-60.1pp | 16.90%-27.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $3,083 | $3,096-0.4% | $2,701+14.1% | $4,740-34.9% |
| Participant deferral / active EE | $6,885 | $4,538+51.7% | $3,817+80.4% | $6,400+7.6% |
| Admin fee / account holder | $41,506 | $4,582+805.8% | $3,224+1187.3% | $11,426+263.3% |