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 | $106,813 | $101,724+5.0% | $164,813-35.2% | $80,856+32.1% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.6%+18.9pp |
| Annual return | 15.33% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,408 | $2,953-18.5% | $4,341-44.5% | $2,755-12.6% |
| Participant deferral / active EE | $7,470 | $4,477+66.9% | $6,031+23.9% | $4,296+73.9% |
| Admin fee / account holder | $7,272 | $8,227-11.6% | $12,690-42.7% | $6,918+5.1% |