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) | $34,567 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,038 |
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 | $206,526 | $132,049+56.4% | $200,582+3.0% | $74,304+177.9% |
| Participation rate | 95.9% | 84.1%+11.8pp | 86.9%+9.0pp | 60.3%+35.5pp |
| Annual return | 19.46% | 22.22%-2.8pp | 42.33%-22.9pp | 29.43%-10.0pp |
| Employer contribution / active EE | $3,867 | $4,558-15.2% | $6,419-39.8% | $2,241+72.5% |
| Participant deferral / active EE | $12,818 | $7,213+77.7% | $9,331+37.4% | $3,767+240.2% |
| Admin fee / account holder | $516 | $2,405-78.5% | $16,305-96.8% | $2,969-82.6% |