Filed May 23, 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 | $74,971 | $108,825-31.1% | $156,181-52.0% | $82,448-9.1% |
| Participation rate | 58.9% | 72.4%-13.5pp | 78.8%-19.9pp | 68.1%-9.2pp |
| Annual return | 16.96% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,421 | $2,870-50.5% | $4,294-66.9% | $2,551-44.3% |
| Participant deferral / active EE | $2,660 | $4,577-41.9% | $6,132-56.6% | $4,139-35.7% |
| Admin fee / account holder | $4,367 | $9,341-53.2% | $14,586-70.1% | $7,234-39.6% |