Filed September 29, 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 | $68,382 | $56,199+21.7% | $67,652+1.1% | $59,632+14.7% |
| Participation rate | 70.6% | 71.5%-0.9pp | 75.7%-5.1pp | 68.7%+1.9pp |
| Annual return | 0.87% | 18505.31%-18504.4pp | 6625.04%-6624.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $3,838 | $1,614+137.7% | $2,266+69.4% | $2,203+74.3% |
| Participant deferral / active EE | $6,095 | $2,844+114.3% | $3,560+71.2% | $3,192+91.0% |
| Admin fee / account holder | $7,174 | $3,958+81.2% | $4,821+48.8% | $4,297+67.0% |