Filed March 30, 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 9-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 | $63,156 | $100,923-37.4% | $150,045-57.9% | $74,304-15.0% |
| Participation rate | 68.2% | 70.1%-1.9pp | 82.3%-14.1pp | 60.3%+7.8pp |
| Annual return | 17.73% | 51.77%-34.0pp | 62.55%-44.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,097 | $3,463-10.6% | $4,693-34.0% | $2,241+38.2% |
| Participant deferral / active EE | $6,204 | $6,709-7.5% | $7,997-22.4% | $3,767+64.7% |
| Admin fee / account holder | $4,100 | $2,767+48.2% | $13,435-69.5% | $2,969+38.1% |