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 | $109,413-31.5% | $156,263-52.0% | $84,808-11.6% |
| Participation rate | 58.9% | 72.7%-13.8pp | 78.9%-20.0pp | 68.3%-9.4pp |
| Annual return | 16.96% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,421 | $2,907-51.1% | $4,333-67.2% | $2,631-46.0% |
| Participant deferral / active EE | $2,660 | $4,590-42.0% | $6,158-56.8% | $4,212-36.8% |
| Admin fee / account holder | $4,367 | $9,357-53.3% | $14,255-69.4% | $7,344-40.5% |