Filed October 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.
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 | $141,326 | $148,978-5.1% | $200,582-29.5% | $84,808+66.6% |
| Participation rate | 64.3% | 84.2%-19.9pp | 86.9%-22.6pp | 68.3%-4.0pp |
| Annual return | 11.79% | 28.16%-16.4pp | 42.33%-30.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,395 | $4,815-50.3% | $6,419-62.7% | $2,631-9.0% |
| Participant deferral / active EE | $5,318 | $7,142-25.5% | $9,331-43.0% | $4,212+26.3% |
| Admin fee / account holder | $11,281 | $13,977-19.3% | $16,305-30.8% | $7,344+53.6% |