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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,279 | $90,503+240.6% | $78,689+291.8% | $273,961+12.5% |
| Participation rate | 7.7% | 76.5%-68.8pp | 73.6%-65.9pp | 83.0%-75.3pp |
| Annual return | 3.89% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $169 | $3,176-94.7% | $2,851-94.1% | $4,869-96.5% |
| Participant deferral / active EE | $1,846 | $3,901-52.7% | $3,517-47.5% | $5,287-65.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |