Filed July 11, 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 8-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 | $118,130 | $94,529+25.0% | $140,016-15.6% | $64,186+84.0% |
| Participation rate | 98.9% | 84.1%+14.8pp | 87.5%+11.4pp | 69.6%+29.3pp |
| Annual return | -4.44% | 7.77%-12.2pp | 651.12%-655.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,136 | $3,812-70.2% | $5,606-79.7% | $2,381-52.3% |
| Participant deferral / active EE | $11,148 | $5,250+112.3% | $6,927+60.9% | $3,470+221.3% |
| Admin fee / account holder | $13,903 | $6,741+106.3% | $10,705+29.9% | $4,888+184.4% |