Filed March 1, 2024
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 5-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 | $38,452 | $93,571-58.9% | $135,903-71.7% | $75,163-48.8% |
| Participation rate | 61.2% | 75.2%-14.0pp | 81.9%-20.7pp | 67.2%-6.0pp |
| Annual return | 24.79% | 30.90%-6.1pp | 68.23%-43.4pp | 160.62%-135.8pp |
| Employer contribution / active EE | $3,260 | $3,537-7.8% | $4,856-32.9% | $2,670+22.1% |
| Participant deferral / active EE | $7,552 | $6,404+17.9% | $7,758-2.7% | $4,125+83.1% |
| Admin fee / account holder | $3,405 | $6,975-51.2% | $10,762-68.4% | $5,651-39.7% |