Filed March 31, 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 | $95,652 | $64,324+48.7% | $118,925-19.6% | $79,858+19.8% |
| Participation rate | 59.4% | 64.9%-5.5pp | 75.4%-16.0pp | 69.6%-10.3pp |
| Annual return | 17.90% | 86.45%-68.5pp | 35.88%-18.0pp | 31.71%-13.8pp |
| Employer contribution / active EE | $662 | $1,836-64.0% | $3,263-79.7% | $2,471-73.2% |
| Participant deferral / active EE | $4,676 | $2,824+65.6% | $4,265+9.6% | $3,740+25.0% |
| Admin fee / account holder | $814 | $4,040-79.9% | $6,581-87.6% | $5,306-84.7% |