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) | $30,235 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,910 |
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 | $162,995 | $122,239+33.3% | $184,203-11.5% | $74,495+118.8% |
| Participation rate | 98.3% | 85.5%+12.8pp | 86.8%+11.5pp | 67.2%+31.1pp |
| Annual return | 12.25% | 19.95%-7.7pp | 28.81%-16.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,114 | $4,537-9.3% | $6,427-36.0% | $2,623+56.8% |
| Participant deferral / active EE | $12,709 | $7,139+78.0% | $9,131+39.2% | $4,346+192.4% |
| Admin fee / account holder | $455 | $1,260-63.9% | $13,901-96.7% | $1,942-76.6% |