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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,486 | $48,364+233.9% | $71,796+124.9% | $62,891+156.8% |
| Participation rate | 29.8% | 60.6%-30.8pp | 69.1%-39.3pp | 69.3%-39.5pp |
| Annual return | 4.00% | 13.16%-9.2pp | 78.04%-74.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $629 | $1,042-39.7% | $1,924-67.3% | $2,281-72.4% |
| Participant deferral / active EE | $2,325 | $2,091+11.2% | $2,794-16.8% | $3,203-27.4% |
| Admin fee / account holder | $7,338 | $3,771+94.6% | $4,815+52.4% | $4,296+70.8% |