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 | $88,360-28.5% | $145,433-56.6% | $67,986-7.1% |
| Participation rate | 68.2% | 65.5%+2.7pp | 82.1%-13.9pp | 57.2%+11.0pp |
| Annual return | 17.73% | 63.15%-45.4pp | 66.58%-48.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $3,097 | $3,054+1.4% | $4,554-32.0% | $2,019+53.4% |
| Participant deferral / active EE | $6,204 | $5,932+4.6% | $7,897-21.4% | $3,358+84.8% |
| Admin fee / account holder | $4,100 | $3,313+23.8% | $13,129-68.8% | $3,203+28.0% |