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 | $80,765 | $88,751-9.0% | $81,812-1.3% | $145,922-44.7% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.3%-17.3pp | 80.3%-25.3pp |
| Annual return | 9.54% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $998 | $3,083-67.6% | $2,912-65.7% | $4,660-78.6% |
| Participant deferral / active EE | $2,680 | $4,643-42.3% | $4,319-37.9% | $6,688-59.9% |
| Admin fee / account holder | $2,358 | $8,415-72.0% | $7,386-68.1% | $13,397-82.4% |