Filed October 23, 2024
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $88,717 | $73,787+20.2% | $98,716-10.1% | $82,448+7.6% |
| Participation rate | 46.6% | 61.4%-14.8pp | 69.3%-22.7pp | 68.1%-21.5pp |
| Annual return | 29.75% | 18.57%+11.2pp | 31.81%-2.1pp | 41.64%-11.9pp |
| Employer contribution / active EE | $2,264 | $1,511+49.8% | $2,279-0.6% | $2,551-11.3% |
| Participant deferral / active EE | $5,042 | $3,081+63.6% | $4,048+24.6% | $4,139+21.8% |
| Admin fee / account holder | $4,204 | $6,500-35.3% | $8,703-51.7% | $7,234-41.9% |