Filed July 18, 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 | $36,024 | $81,248-55.7% | $155,509-76.8% | $80,856-55.4% |
| Participation rate | 34.3% | 66.2%-31.9pp | 78.2%-43.9pp | 67.6%-33.4pp |
| Annual return | 15.82% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,140 | $3,100-63.2% | $4,672-75.6% | $2,755-58.6% |
| Participant deferral / active EE | $1,364 | $3,452-60.5% | $5,626-75.8% | $4,296-68.2% |
| Admin fee / account holder | $8,214 | $7,997+2.7% | $15,912-48.4% | $6,918+18.7% |