Filed December 28, 2021
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 | $22,901 | $105,998-78.4% | $92,233-75.2% | $147,584-84.5% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 40.92% | 50.05%-9.1pp | 176.28%-135.4pp | 578.55%-537.6pp |
| Employer contribution / active EE | $1,498 | $4,333-65.4% | $3,679-59.3% | $4,876-69.3% |
| Participant deferral / active EE | $4,764 | $4,478+6.4% | $3,897+22.3% | $5,439-12.4% |
| Admin fee / account holder | $594 | $6,332-90.6% | $5,194-88.6% | $10,885-94.5% |