Filed March 21, 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 10-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,699 | $81,900-2.7% | $119,609-33.4% | $68,494+16.4% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -20.39% | -23.82%+3.4pp | -14.97%-5.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,452 | $2,693-46.1% | $4,232-65.7% | $2,596-44.1% |
| Participant deferral / active EE | $6,507 | $4,148+56.9% | $5,602+16.2% | $4,027+61.6% |
| Admin fee / account holder | $1,471 | $6,582-77.6% | $10,323-85.7% | $5,403-72.8% |