Filed September 21, 2022
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,131 | $58,726+41.6% | $92,233-9.9% | $62,292+33.5% |
| Participation rate | 61.0% | 68.3%-7.4pp | 76.5%-15.5pp | 69.5%-8.5pp |
| Annual return | 18.97% | 43.62%-24.6pp | 176.28%-157.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,027 | $2,392-15.2% | $3,679-44.9% | $2,042-0.7% |
| Participant deferral / active EE | $3,841 | $2,766+38.9% | $3,897-1.4% | $3,169+21.2% |
| Admin fee / account holder | $25 | $556-95.5% | $5,194-99.5% | $479-94.7% |