Filed January 17, 2023
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 | $53,623 | $25,014+114.4% | $69,647-23.0% | $80,856-33.7% |
| Participation rate | 52.1% | 64.2%-12.1pp | 66.5%-14.3pp | 67.6%-15.5pp |
| Annual return | 19.78% | 19.07%+0.7pp | 100.48%-80.7pp | 35.59%-15.8pp |
| Employer contribution / active EE | $418 | $993-57.9% | $1,712-75.6% | $2,755-84.8% |
| Participant deferral / active EE | $1,884 | $1,839+2.5% | $2,886-34.7% | $4,296-56.1% |
| Admin fee / account holder | $1,748 | $2,488-29.7% | $4,713-62.9% | $6,918-74.7% |