Filed October 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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,756 | $62,544+5.1% | $129,207-49.1% | $199,593-67.1% |
| Participation rate | 10.6% | 56.8%-46.2pp | 69.6%-59.0pp | 72.0%-61.3pp |
| Annual return | 15.14% | 16.95%-1.8pp | 9417.33%-9402.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $0 | $2,394-100.0% | $4,153-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $67 | $3,123-97.8% | $4,168-98.4% | $5,087-98.7% |
| Admin fee / account holder | $7 | $167-95.6% | $7,715-99.9% | $269-97.3% |