Filed November 15, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,904 | $58,264-33.2% | $86,612-55.1% | $71,457-45.6% |
| Participation rate | 29.9% | 65.0%-35.1pp | 71.7%-41.8pp | 67.9%-38.0pp |
| Annual return | 20.50% | 21.63%-1.1pp | 591.07%-570.6pp | 28.85%-8.3pp |
| Employer contribution / active EE | $397 | $2,574-84.6% | $3,022-86.9% | $2,588-84.7% |
| Participant deferral / active EE | $1,109 | $3,436-67.7% | $4,438-75.0% | $4,289-74.1% |
| Admin fee / account holder | $98 | $1,057-90.7% | $5,614-98.3% | $1,587-93.8% |