Filed May 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,577 | $76,407+44.7% | $150,298-26.4% | $82,448+34.1% |
| Participation rate | 62.8% | 66.4%-3.6pp | 77.8%-15.0pp | 68.1%-5.3pp |
| Annual return | 12.25% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,335 | $2,614-48.9% | $4,154-67.9% | $2,551-47.7% |
| Participant deferral / active EE | $4,742 | $3,214+47.5% | $5,453-13.0% | $4,139+14.6% |
| Admin fee / account holder | $15,880 | $6,352+150.0% | $14,116+12.5% | $7,234+119.5% |