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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,988 | $110,094+19.9% | $151,611-12.9% | $68,494+92.7% |
| Participation rate | 58.1% | 84.0%-25.9pp | 87.5%-29.4pp | 67.9%-9.8pp |
| Annual return | -22.00% | -10.12%-11.9pp | 3.33%-25.3pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,787 | $4,471-60.0% | $6,166-71.0% | $2,596-31.2% |
| Participant deferral / active EE | $2,143 | $6,527-67.2% | $8,363-74.4% | $4,027-46.8% |
| Admin fee / account holder | $2,087 | $7,719-73.0% | $11,616-82.0% | $5,403-61.4% |