Filed August 22, 2023 (most recent of 3 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 | $105,009 | $48,750+115.4% | $88,946+18.1% | $74,304+41.3% |
| Participation rate | 66.1% | 44.5%+21.6pp | 68.8%-2.7pp | 60.3%+5.8pp |
| Annual return | 14.66% | 25.91%-11.2pp | 57.82%-43.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,124 | $1,255-10.4% | $2,555-56.0% | $2,241-49.9% |
| Participant deferral / active EE | $3,005 | $2,423+24.0% | $4,581-34.4% | $3,767-20.2% |
| Admin fee / account holder | $6,114 | $3,756+62.8% | $8,261-26.0% | $2,969+105.9% |