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 | $120,510 | $41,377+191.2% | $109,313+10.2% | $62,891+91.6% |
| Participation rate | 61.5% | 57.5%+4.0pp | 71.3%-9.7pp | 69.3%-7.8pp |
| Annual return | 6.45% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,333 | $1,276+161.2% | $3,892-14.4% | $2,281+46.1% |
| Participant deferral / active EE | $2,953 | $2,045+44.4% | $3,166-6.7% | $3,203-7.8% |
| Admin fee / account holder | $23,062 | $2,884+699.7% | $5,666+307.0% | $4,296+436.9% |