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 | $128,618 | $112,096+14.7% | $95,952+34.0% | $158,922-19.1% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 20.86% | 171.09%-150.2pp | 91.61%-70.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $6,421 | $3,198+100.8% | $2,541+152.7% | $4,761+34.9% |
| Participant deferral / active EE | $6,777 | $4,784+41.7% | $4,167+62.6% | $5,982+13.3% |
| Admin fee / account holder | $8,591 | $10,130-15.2% | $6,795+26.4% | $11,246-23.6% |