Filed January 11, 2023
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 | $96,950 | $58,627+65.4% | $76,735+26.3% | $82,448+17.6% |
| Participation rate | 57.5% | 63.2%-5.7pp | 69.5%-12.0pp | 68.1%-10.6pp |
| Annual return | 13.42% | 39.10%-25.7pp | 29.77%-16.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,597 | $1,729-7.6% | $2,454-34.9% | $2,551-37.4% |
| Participant deferral / active EE | $3,899 | $3,134+24.4% | $4,088-4.6% | $4,139-5.8% |
| Admin fee / account holder | $12,445 | $5,323+133.8% | $7,189+73.1% | $7,234+72.0% |