Filed August 18, 2020 (most recent of 3 filings on file)
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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,443 | $82,032+34.6% | $123,104-10.3% | $59,632+85.2% |
| Participation rate | 62.5% | 83.2%-20.7pp | 86.8%-24.3pp | 68.7%-6.2pp |
| Annual return | -0.23% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $4,273 | $3,297+29.6% | $5,151-17.0% | $2,203+94.0% |
| Participant deferral / active EE | $1,752 | $4,667-62.5% | $6,230-71.9% | $3,192-45.1% |
| Admin fee / account holder | $2,500 | $5,881-57.5% | $9,015-72.3% | $4,297-41.8% |