Filed February 21, 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 | $34,944 | $45,152-22.6% | $73,843-52.7% | $59,632-41.4% |
| Participation rate | 60.0% | 64.0%-4.0pp | 73.4%-13.4pp | 68.7%-8.7pp |
| Annual return | 6.13% | 27.40%-21.3pp | 2267.84%-2261.7pp | 2041.28%-2035.2pp |
| Employer contribution / active EE | $718 | $1,902-62.2% | $2,787-74.2% | $2,203-67.4% |
| Participant deferral / active EE | $2,646 | $2,574+2.8% | $3,583-26.2% | $3,192-17.1% |
| Admin fee / account holder | $911 | $3,516-74.1% | $4,880-81.3% | $4,297-78.8% |