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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $135,880 | $511,364-73.4% | $162,163-16.2% | - |
| Participation rate | 97.0% | 87.5%+9.5pp | 87.6%+9.4pp | - |
| Annual return | 20.03% | 18.01%+2.0pp | 115.59%-95.6pp | - |
| Employer contribution / active EE | $1,014 | $2,842-64.3% | $5,614-81.9% | - |
| Participant deferral / active EE | $10,017 | $5,219+91.9% | $7,298+37.3% | - |
| Admin fee / account holder | $1,325 | $22,911-94.2% | $10,843-87.8% | - |