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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $102,382-39.0% | $147,005-57.6% | $80,874-22.8% |
| Participation rate | 58.8% | 75.8%-17.0pp | 82.2%-23.3pp | 67.6%-8.8pp |
| Annual return | 19.37% | 134.89%-115.5pp | 418.76%-399.4pp | 35.62%-16.2pp |
| Employer contribution / active EE | $1,583 | $3,715-57.4% | $4,934-67.9% | $2,756-42.6% |
| Participant deferral / active EE | $3,472 | $6,646-47.8% | $8,070-57.0% | $4,297-19.2% |
| Admin fee / account holder | $5,869 | $7,942-26.1% | $13,006-54.9% | $6,935-15.4% |