Filed September 28, 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 | $38,155 | $53,053-28.1% | $126,539-69.8% | $74,304-48.6% |
| Participation rate | 56.9% | 48.0%+8.8pp | 69.8%-13.0pp | 60.3%-3.5pp |
| Annual return | 14.16% | 29.46%-15.3pp | 425.95%-411.8pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,435 | $1,168+22.9% | $3,674-60.9% | $2,241-36.0% |
| Participant deferral / active EE | $2,895 | $2,303+25.7% | $4,083-29.1% | $3,767-23.2% |
| Admin fee / account holder | $13,926 | $3,698+276.6% | $6,065+129.6% | $2,969+369.1% |