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 | $71,078 | $63,346+12.2% | $92,233-22.9% | $70,131+1.4% |
| Participation rate | 65.0% | 68.7%-3.7pp | 76.5%-11.5pp | 69.5%-4.5pp |
| Annual return | 18.64% | 530.12%-511.5pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $853 | $2,471-65.5% | $3,679-76.8% | $2,342-63.6% |
| Participant deferral / active EE | $4,747 | $2,854+66.3% | $3,897+21.8% | $3,332+42.5% |
| Admin fee / account holder | $3,472 | $3,840-9.6% | $5,194-33.1% | $4,645-25.3% |