Filed January 11, 2022 (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 | $97,324 | $154,117-36.9% | $129,995-25.1% | $139,434-30.2% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 22.48% | 32.48%-10.0pp | -137.18%+159.7pp | 372.94%-350.5pp |
| Employer contribution / active EE | $11,921 | $5,289+125.4% | $4,320+176.0% | $4,751+150.9% |
| Participant deferral / active EE | $17,130 | $6,710+155.3% | $5,820+194.3% | $6,710+155.3% |
| Admin fee / account holder | $19,102 | $14,007+36.4% | $10,614+80.0% | $11,403+67.5% |