Filed June 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,074 | $149,734-81.3% | $118,925-76.4% | $158,922-82.3% |
| Participation rate | 58.3% | 82.1%-23.7pp | 75.4%-17.0pp | 82.0%-23.6pp |
| Annual return | 6.27% | 19.95%-13.7pp | 35.88%-29.6pp | 302.83%-296.6pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $345 | $5,223-93.4% | $4,265-91.9% | $5,982-94.2% |
| Admin fee / account holder | $300 | $8,603-96.5% | $6,581-95.4% | $11,246-97.3% |