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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $42,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,410 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,717 | $121,341+51.4% | $189,513-3.1% | $79,386+131.4% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.8%+9.3pp | 70.7%+26.4pp |
| Annual return | 16.06% | 21.08%-5.0pp | 555.15%-539.1pp | 116.85%-100.8pp |
| Employer contribution / active EE | $962 | $3,915-75.4% | $6,162-84.4% | $2,427-60.4% |
| Participant deferral / active EE | $11,755 | $6,395+83.8% | $8,221+43.0% | $4,046+190.6% |
| Admin fee / account holder | $710 | $651+8.9% | $12,045-94.1% | $626+13.3% |