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.
Employer 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 | $62,946 | $84,233-25.3% | $170,442-63.1% | $70,131-10.2% |
| Participation rate | 41.4% | 70.8%-29.4pp | 83.6%-42.2pp | 69.5%-28.1pp |
| Annual return | 20.84% | 23.06%-2.2pp | 205.93%-185.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $277 | $3,387-91.8% | $5,433-94.9% | $2,342-88.2% |
| Participant deferral / active EE | $1,574 | $3,086-49.0% | $4,939-68.1% | $3,332-52.7% |
| Admin fee / account holder | $9,075 | $5,698+59.3% | $13,880-34.6% | $4,645+95.3% |