Filed April 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $179,969 | $137,414+31.0% | $189,513-5.0% | $85,850+109.6% |
| Participation rate | 55.2% | 84.6%-29.4pp | 87.8%-32.6pp | 69.3%-14.1pp |
| Annual return | 15.73% | 38.14%-22.4pp | 555.15%-539.4pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,677 | $4,344-61.4% | $6,162-72.8% | $2,565-34.6% |
| Participant deferral / active EE | $2,224 | $6,260-64.5% | $8,221-73.0% | $3,952-43.7% |
| Admin fee / account holder | $8,701 | $8,630+0.8% | $12,045-27.8% | $6,260+39.0% |