Filed September 2, 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 | $36,796 | $37,117-0.9% | $147,614-75.1% | $55,191-33.3% |
| Participation rate | 49.0% | 63.6%-14.6pp | 84.6%-35.6pp | 69.2%-20.1pp |
| Annual return | 1.95% | 3.44%-1.5pp | 61.98%-60.0pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,372 | $1,620-15.4% | $5,564-75.4% | $1,899-27.8% |
| Participant deferral / active EE | $2,706 | $1,985+36.3% | $4,895-44.7% | $3,046-11.2% |
| Admin fee / account holder | $26 | $86-69.3% | $11,611-99.8% | $91-71.1% |