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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,051 | $138,347+111.1% | $184,203+58.5% | $80,856+261.2% |
| Participation rate | 58.3% | 83.9%-25.5pp | 86.8%-28.5pp | 67.6%-9.3pp |
| Annual return | 65.32% | 20.02%+45.3pp | 28.81%+36.5pp | 35.59%+29.7pp |
| Employer contribution / active EE | $1,787 | $4,850-63.2% | $6,427-72.2% | $2,755-35.1% |
| Participant deferral / active EE | $2,438 | $7,071-65.5% | $9,131-73.3% | $4,296-43.2% |
| Admin fee / account holder | $3,175 | $10,483-69.7% | $13,901-77.2% | $6,918-54.1% |