Filed April 11, 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 | $47,768 | $48,076-0.6% | $78,689-39.3% | $62,891-24.0% |
| Participation rate | 67.0% | 65.2%+1.8pp | 73.6%-6.5pp | 69.3%-2.3pp |
| Annual return | 7.29% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,250 | $2,015-38.0% | $2,851-56.2% | $2,281-45.2% |
| Participant deferral / active EE | $2,223 | $2,588-14.1% | $3,517-36.8% | $3,203-30.6% |
| Admin fee / account holder | $8,084 | $3,207+152.1% | $4,510+79.2% | $4,296+88.2% |