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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,118 | $20,316+225.4% | $66,042+0.1% | $74,304-11.0% |
| Participation rate | 49.0% | 62.8%-13.7pp | 67.5%-18.5pp | 60.3%-11.3pp |
| Annual return | 16.64% | 28.10%-11.5pp | 52.11%-35.5pp | 29.43%-12.8pp |
| Employer contribution / active EE | $331 | $745-55.6% | $1,579-79.1% | $2,241-85.2% |
| Participant deferral / active EE | $1,917 | $1,615+18.7% | $2,835-32.4% | $3,767-49.1% |
| Admin fee / account holder | $1,940 | $1,668+16.3% | $5,747-66.2% | $2,969-34.7% |