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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,033 | $52,525-2.8% | $117,472-56.6% | $77,904-34.5% |
| Participation rate | 11.1% | 61.6%-50.5pp | 70.6%-59.5pp | 73.7%-62.6pp |
| Annual return | -14.88% | -13.76%-1.1pp | 29.74%-44.6pp | 12.21%-27.1pp |
| Employer contribution / active EE | $0 | $2,166-100.0% | $4,176-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $78 | $3,087-97.5% | $4,070-98.1% | $4,806-98.4% |
| Admin fee / account holder | $6 | $99-94.2% | $5,645-99.9% | $133-95.7% |