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) | $38,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,704 |
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 | $153,546 | $130,194+17.9% | $169,993-9.7% | $71,457+114.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 20.18% | 20.37%-0.2pp | 53.37%-33.2pp | 28.85%-8.7pp |
| Employer contribution / active EE | $4,516 | $4,381+3.1% | $6,785-33.4% | $2,588+74.5% |
| Participant deferral / active EE | $11,592 | $6,923+67.4% | $10,408+11.4% | $4,289+170.3% |
| Admin fee / account holder | $516 | $966-46.6% | $12,815-96.0% | $1,587-67.5% |