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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,726 | $85,766-77.0% | $136,294-85.5% | $70,131-71.9% |
| Participation rate | 68.2% | 74.2%-6.0pp | 81.9%-13.7pp | 69.5%-1.4pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,625 | $2,966-11.5% | $4,695-44.1% | $2,342+12.1% |
| Participant deferral / active EE | $4,940 | $5,051-2.2% | $6,247-20.9% | $3,332+48.3% |
| Admin fee / account holder | $10,731 | $5,420+98.0% | $9,243+16.1% | $4,645+131.0% |