Filed February 28, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,100 | $71,057+29.6% | $93,654-1.7% | $80,874+13.9% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.3pp | 67.6%-8.2pp |
| Annual return | 15.00% | 11.26%+3.7pp | 133.34%-118.3pp | 35.62%-20.6pp |
| Employer contribution / active EE | $2,217 | $1,564+41.7% | $2,421-8.4% | $2,756-19.6% |
| Participant deferral / active EE | $7,344 | $4,034+82.1% | $4,413+66.4% | $4,297+70.9% |
| Admin fee / account holder | $9,981 | $6,944+43.7% | $8,282+20.5% | $6,935+43.9% |