Filed March 31, 2025 (most recent of 3 filings on file)
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 | $66,667 | $72,492-8.0% | $87,100-23.5% | $72,985-8.7% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-7.9pp |
| Annual return | 18.37% | 24.46%-6.1pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $802 | $1,894-57.7% | $2,521-68.2% | $2,440-67.1% |
| Participant deferral / active EE | $4,223 | $3,270+29.2% | $4,049+4.3% | $3,607+17.1% |
| Admin fee / account holder | $12,647 | $5,055+150.2% | $7,497+68.7% | $5,124+146.8% |