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 | $81,818 | $96,635-15.3% | $86,612-5.5% | $139,434-41.3% |
| Participation rate | 52.9% | 74.4%-21.5pp | 71.7%-18.8pp | 80.3%-27.4pp |
| Annual return | 12.18% | 106.41%-94.2pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $934 | $3,263-71.4% | $3,022-69.1% | $4,751-80.3% |
| Participant deferral / active EE | $3,367 | $4,836-30.4% | $4,438-24.1% | $6,710-49.8% |
| Admin fee / account holder | $24,769 | $6,408+286.5% | $5,614+341.2% | $11,403+117.2% |