Filed September 13, 2023 (most recent of 5 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,155 | $48,076-26.9% | $78,689-55.3% | $62,891-44.1% |
| Participation rate | 41.9% | 65.2%-23.3pp | 73.6%-31.6pp | 69.3%-27.4pp |
| Annual return | 28.58% | 31.35%-2.8pp | 62.18%-33.6pp | 20.14%+8.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,439 | $2,588-5.8% | $3,517-30.7% | $3,203-23.9% |
| Admin fee / account holder | $1,295 | $3,207-59.6% | $4,510-71.3% | $4,296-69.9% |