Filed August 1, 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 | $31,254 | $44,960-30.5% | $84,966-63.2% | $74,495-58.0% |
| Participation rate | 30.6% | 49.4%-18.7pp | 67.5%-36.9pp | 67.2%-36.6pp |
| Annual return | 13.72% | 26.24%-12.5pp | 66.38%-52.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $344 | $1,457-76.4% | $2,727-87.4% | $2,623-86.9% |
| Participant deferral / active EE | $1,424 | $2,731-47.8% | $4,519-68.5% | $4,346-67.2% |
| Admin fee / account holder | $3,745 | $2,209+69.5% | $6,149-39.1% | $1,942+92.9% |