Filed August 16, 2022
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 | $36,637 | $51,638-29.1% | $68,368-46.4% | $82,448-55.6% |
| Participation rate | 37.9% | 63.6%-25.7pp | 73.8%-35.8pp | 68.1%-30.1pp |
| Annual return | 13.74% | 37.53%-23.8pp | 292.57%-278.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,029 | $2,047-49.7% | $2,649-61.2% | $2,551-59.7% |
| Participant deferral / active EE | $2,624 | $2,914-9.9% | $4,123-36.3% | $4,139-36.6% |
| Admin fee / account holder | $14,302 | $4,643+208.0% | $5,150+177.7% | $7,234+97.7% |