Filed March 14, 2018 (most recent of 2 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 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.
Employer 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 | $96,249 | $176,056-45.3% | $159,436-39.6% | $167,490-42.5% |
| Participation rate | 55.0% | 84.9%-29.9pp | 82.8%-27.8pp | 82.1%-27.1pp |
| Annual return | 18.84% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $775 | $5,297-85.4% | $4,829-84.0% | $4,837-84.0% |
| Participant deferral / active EE | $3,937 | $7,750-49.2% | $7,352-46.4% | $6,341-37.9% |
| Admin fee / account holder | $6,718 | $12,554-46.5% | $10,799-37.8% | $12,309-45.4% |