Filed May 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 | $50,768 | $54,380-6.6% | $68,509-25.9% | $59,632-14.9% |
| Participation rate | 59.7% | 70.2%-10.5pp | 74.7%-15.0pp | 68.7%-9.0pp |
| Annual return | -1.40% | 2.83%-4.2pp | 8.27%-9.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $782 | $1,539-49.2% | $2,278-65.7% | $2,203-64.5% |
| Participant deferral / active EE | $6,813 | $2,643+157.8% | $3,382+101.4% | $3,192+113.5% |
| Admin fee / account holder | $16,661 | $3,885+328.8% | $5,275+215.9% | $4,297+287.7% |