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 | $132,132 | $165,984-20.4% | $164,813-19.8% | $145,922-9.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 22.75% | 100.03%-77.3pp | 69.93%-47.2pp | 561.29%-538.5pp |
| Employer contribution / active EE | $11,370 | $5,273+115.6% | $4,341+161.9% | $4,660+144.0% |
| Participant deferral / active EE | $16,648 | $6,959+139.2% | $6,031+176.0% | $6,688+148.9% |
| Admin fee / account holder | $1,187 | $16,648-92.9% | $12,690-90.6% | $13,397-91.1% |