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 | $88,456 | $74,888+18.1% | $71,209+24.2% | $142,382-37.9% |
| Participation rate | 47.4% | 76.2%-28.9pp | 73.8%-26.4pp | 80.1%-32.8pp |
| Annual return | 13.53% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $860 | $2,854-69.9% | $2,721-68.4% | $4,299-80.0% |
| Participant deferral / active EE | $2,788 | $4,454-37.4% | $4,175-33.2% | $6,507-57.2% |
| Admin fee / account holder | $8,818 | $5,568+58.4% | $5,349+64.9% | $12,624-30.1% |