Filed May 15, 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 | $94,476 | $88,710+6.5% | $81,783+15.5% | $145,959-35.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 13.33% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,194 | $3,083-28.9% | $2,913-24.7% | $4,661-52.9% |
| Participant deferral / active EE | $2,617 | $4,645-43.7% | $4,320-39.4% | $6,689-60.9% |
| Admin fee / account holder | $1,183 | $8,407-85.9% | $7,380-84.0% | $13,398-91.2% |