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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $44,984-30.5% | $85,009-63.2% | $74,546-58.1% |
| Participation rate | 30.6% | 49.4%-18.8pp | 67.5%-36.9pp | 67.2%-36.6pp |
| Annual return | 13.72% | 26.25%-12.5pp | 66.47%-52.8pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $344 | $1,458-76.4% | $2,728-87.4% | $2,624-86.9% |
| Participant deferral / active EE | $1,424 | $2,733-47.9% | $4,522-68.5% | $4,347-67.2% |
| Admin fee / account holder | $3,745 | $2,208+69.6% | $6,153-39.1% | $1,944+92.7% |