Filed July 23, 2018
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 | $142,147 | $39,162+263.0% | $100,671+41.2% | $59,632+138.4% |
| Participation rate | 39.4% | 55.9%-16.5pp | 70.7%-31.3pp | 68.7%-29.3pp |
| Annual return | 0.98% | 21.07%-20.1pp | 20.43%-19.4pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,580 | $1,151+124.2% | $4,012-35.7% | $2,203+17.1% |
| Participant deferral / active EE | $2,339 | $1,992+17.4% | $3,144-25.6% | $3,192-26.7% |
| Admin fee / account holder | $13,859 | $2,969+366.7% | $4,850+185.8% | $4,297+222.5% |