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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,563 | $91,538+8.8% | $129,995-23.4% | $75,163+32.5% |
| Participation rate | 80.4% | 71.4%+9.0pp | 78.5%+1.9pp | 67.2%+13.2pp |
| Annual return | 17.06% | -631.11%+648.2pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,536 | $2,845-46.0% | $4,320-64.4% | $2,670-42.5% |
| Participant deferral / active EE | $6,805 | $4,341+56.8% | $5,820+16.9% | $4,125+65.0% |
| Admin fee / account holder | $4,523 | $6,790-33.4% | $10,614-57.4% | $5,651-20.0% |