Filed March 12, 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 | $30,289 | $46,674-35.1% | $117,472-74.2% | $68,494-55.8% |
| Participation rate | 57.6% | 56.8%+0.9pp | 70.6%-12.9pp | 67.9%-10.2pp |
| Annual return | -14.76% | -14.52%-0.2pp | 29.74%-44.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,043 | $1,505-30.7% | $4,176-75.0% | $2,596-59.8% |
| Participant deferral / active EE | $1,511 | $2,636-42.7% | $4,070-62.9% | $4,027-62.5% |
| Admin fee / account holder | $5,462 | $4,020+35.9% | $5,645-3.2% | $5,403+1.1% |