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 | $67,905 | $57,354+18.4% | $83,848-19.0% | $64,186+5.8% |
| Participation rate | 66.2% | 68.6%-2.4pp | 76.1%-9.9pp | 69.6%-3.3pp |
| Annual return | -6.59% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $755 | $2,545-70.3% | $3,631-79.2% | $2,381-68.3% |
| Participant deferral / active EE | $5,410 | $2,993+80.8% | $4,082+32.5% | $3,470+55.9% |
| Admin fee / account holder | $9,044 | $4,046+123.6% | $5,478+65.1% | $4,888+85.0% |