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 | $139,232 | $110,257+26.3% | $96,544+44.2% | $139,434-0.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 27.18% | 26.32%+0.9pp | 25.84%+1.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $6,400 | $3,620+76.8% | $2,965+115.8% | $4,751+34.7% |
| Participant deferral / active EE | $10,363 | $5,548+86.8% | $4,851+113.6% | $6,710+54.4% |
| Admin fee / account holder | $533 | $11,591-95.4% | $8,252-93.5% | $11,403-95.3% |