Filed March 29, 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 | $103,995 | $100,852+3.1% | $90,404+15.0% | $158,922-34.6% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.7%-9.5pp | 82.0%-18.8pp |
| Annual return | 15.11% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,074 | $3,689-70.9% | $3,262-67.1% | $4,761-77.4% |
| Participant deferral / active EE | $2,590 | $4,348-40.4% | $3,963-34.6% | $5,982-56.7% |
| Admin fee / account holder | $5,465 | $6,501-15.9% | $5,611-2.6% | $11,246-51.4% |