Filed April 18, 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 | $239,893 | $76,552+213.4% | $123,892+93.6% | $62,891+281.4% |
| Participation rate | 64.3% | 73.0%-8.7pp | 81.4%-17.1pp | 69.3%-5.0pp |
| Annual return | 8.69% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $747 | $2,883-74.1% | $4,617-83.8% | $2,281-67.2% |
| Participant deferral / active EE | $7,397 | $4,840+52.8% | $5,984+23.6% | $3,203+130.9% |
| Admin fee / account holder | $908 | $4,826-81.2% | $8,357-89.1% | $4,296-78.9% |