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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,742 | $64,707-21.6% | $112,228-54.8% | $68,494-25.9% |
| Participation rate | 46.9% | 67.2%-20.2pp | 75.1%-28.1pp | 67.9%-20.9pp |
| Annual return | -19.76% | -11.40%-8.4pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $773 | $2,746-71.8% | $3,635-78.7% | $2,596-70.2% |
| Participant deferral / active EE | $4,420 | $3,565+24.0% | $4,728-6.5% | $4,027+9.7% |
| Admin fee / account holder | $12,439 | $5,232+137.7% | $6,410+94.1% | $5,403+130.2% |