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 | $248,625 | $62,943+295.0% | $142,863+74.0% | $93,030+167.3% |
| Participation rate | 4.2% | 63.3%-59.1pp | 71.9%-67.7pp | 73.9%-69.7pp |
| Annual return | 13.94% | 16.28%-2.3pp | 5637.54%-5623.6pp | 158.70%-144.8pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $4,144-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $88 | $2,841-96.9% | $3,837-97.7% | $4,562-98.1% |
| Admin fee / account holder | $20 | $103-80.1% | $6,560-99.7% | $152-86.5% |