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 | $54,948 | $58,828-6.6% | $77,999-29.6% | $62,891-12.6% |
| Participation rate | 64.4% | 71.1%-6.7pp | 75.5%-11.1pp | 69.3%-4.9pp |
| Annual return | 9.61% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $634 | $1,672-62.1% | $2,470-74.3% | $2,281-72.2% |
| Participant deferral / active EE | $6,009 | $2,686+123.8% | $3,497+71.8% | $3,203+87.6% |
| Admin fee / account holder | $1,352 | $4,393-69.2% | $5,480-75.3% | $4,296-68.5% |