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 | $181,729 | $117,841+54.2% | $102,423+77.4% | $145,922+24.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 38.58% | 31.65%+6.9pp | 29.32%+9.3pp | 561.29%-522.7pp |
| Employer contribution / active EE | $7,512 | $3,615+107.8% | $3,023+148.5% | $4,660+61.2% |
| Participant deferral / active EE | $11,978 | $5,731+109.0% | $5,053+137.1% | $6,688+79.1% |
| Admin fee / account holder | $29,447 | $13,326+121.0% | $9,451+211.6% | $13,397+119.8% |