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) | $41,296 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,125 |
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 | $142,780 | $102,553+39.2% | $151,611-5.8% | $66,914+113.4% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.5%+10.6pp | 69.8%+28.3pp |
| Annual return | -17.06% | -10.82%-6.2pp | 3.33%-20.4pp | 1.58%-18.6pp |
| Employer contribution / active EE | $935 | $4,180-77.6% | $6,166-84.8% | $2,544-63.3% |
| Participant deferral / active EE | $12,159 | $6,641+83.1% | $8,363+45.4% | $4,237+187.0% |
| Admin fee / account holder | $619 | $630-1.7% | $11,616-94.7% | $593+4.4% |