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 | $109,279 | $109,817-0.5% | $98,442+11.0% | $167,490-34.8% |
| Participation rate | 52.6% | 75.8%-23.2pp | 73.3%-20.7pp | 82.1%-29.5pp |
| Annual return | 9.66% | 1956.69%-1947.0pp | 1492.73%-1483.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $936 | $3,224-71.0% | $2,960-68.4% | $4,837-80.6% |
| Participant deferral / active EE | $2,765 | $4,673-40.8% | $4,276-35.3% | $6,341-56.4% |
| Admin fee / account holder | $18,100 | $6,753+168.0% | $5,949+204.2% | $12,309+47.0% |