Filed May 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,182 | $64,909-18.1% | $82,313-35.4% | $62,292-14.6% |
| Participation rate | 55.7% | 74.9%-19.2pp | 76.9%-21.2pp | 69.5%-13.9pp |
| Annual return | 18.69% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $295 | $1,676-82.4% | $2,428-87.8% | $2,042-85.5% |
| Participant deferral / active EE | $1,990 | $3,103-35.9% | $3,706-46.3% | $3,169-37.2% |
| Admin fee / account holder | $1,738 | $440+295.4% | $5,608-69.0% | $479+262.6% |