Filed October 10, 2019
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 | $145,712 | $110,094+32.4% | $151,611-3.9% | $68,494+112.7% |
| Participation rate | 67.4% | 84.0%-16.5pp | 87.5%-20.1pp | 67.9%-0.4pp |
| Annual return | -16.74% | -10.12%-6.6pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,100 | $4,471-8.3% | $6,166-33.5% | $2,596+57.9% |
| Participant deferral / active EE | $3,503 | $6,527-46.3% | $8,363-58.1% | $4,027-13.0% |
| Admin fee / account holder | $4,767 | $7,719-38.2% | $11,616-59.0% | $5,403-11.8% |