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.
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 | $14,386 | $48,076-70.1% | $78,689-81.7% | $62,891-77.1% |
| Participation rate | 40.7% | 65.2%-24.5pp | 73.6%-32.8pp | 69.3%-28.6pp |
| Annual return | 7.06% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $500 | $2,015-75.2% | $2,851-82.5% | $2,281-78.1% |
| Participant deferral / active EE | $776 | $2,588-70.0% | $3,517-77.9% | $3,203-75.8% |
| Admin fee / account holder | $120 | $3,207-96.3% | $4,510-97.4% | $4,296-97.2% |