Filed July 11, 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 | $62,403 | $102,317-39.0% | $146,958-57.5% | $80,856-22.8% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 19.37% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,583 | $3,713-57.4% | $4,933-67.9% | $2,755-42.5% |
| Participant deferral / active EE | $3,472 | $6,644-47.7% | $8,070-57.0% | $4,296-19.2% |
| Admin fee / account holder | $5,869 | $7,941-26.1% | $12,998-54.8% | $6,918-15.2% |