Filed January 11, 2023 (most recent of 2 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.
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 | $125,836 | $53,822+133.8% | $75,696+66.2% | $85,850+46.6% |
| Participation rate | 69.7% | 69.1%+0.6pp | 74.8%-5.1pp | 69.3%+0.4pp |
| Annual return | 15.98% | 24.54%-8.6pp | 104.53%-88.5pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,127 | $2,017+104.6% | $2,743+50.5% | $2,565+60.9% |
| Participant deferral / active EE | $9,337 | $2,895+222.5% | $3,821+144.3% | $3,952+136.3% |
| Admin fee / account holder | $47,975 | $3,343+1335.2% | $3,619+1225.6% | $6,260+666.4% |