Filed January 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 | $62,569 | $56,897+10.0% | $84,750-26.2% | $62,891-0.5% |
| Participation rate | 56.1% | 68.5%-12.4pp | 76.6%-20.5pp | 69.3%-13.2pp |
| Annual return | 7.05% | 6.30%+0.7pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $768 | $2,400-68.0% | $3,574-78.5% | $2,281-66.3% |
| Participant deferral / active EE | $3,930 | $2,709+45.1% | $3,712+5.9% | $3,203+22.7% |
| Admin fee / account holder | $3,348 | $3,581-6.5% | $5,332-37.2% | $4,296-22.1% |