Filed April 20, 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 | $64,401 | $82,032-21.5% | $123,104-47.7% | $59,632+8.0% |
| Participation rate | 63.3% | 83.2%-19.9pp | 86.8%-23.4pp | 68.7%-5.3pp |
| Annual return | -3.16% | 5.12%-8.3pp | 13.22%-16.4pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $2,585 | $3,297-21.6% | $5,151-49.8% | $2,203+17.4% |
| Participant deferral / active EE | $5,664 | $4,667+21.4% | $6,230-9.1% | $3,192+77.5% |
| Admin fee / account holder | $13,222 | $5,881+124.8% | $9,015+46.7% | $4,297+207.7% |