Filed October 30, 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 | $35,765 | $55,371-35.4% | $95,585-62.6% | $74,304-51.9% |
| Participation rate | 51.1% | 53.8%-2.7pp | 72.1%-21.0pp | 60.3%-9.3pp |
| Annual return | 13.77% | 24.26%-10.5pp | 38.56%-24.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $491 | $1,437-65.8% | $2,527-80.5% | $2,241-78.1% |
| Participant deferral / active EE | $1,703 | $2,955-42.4% | $4,023-57.7% | $3,767-54.8% |
| Admin fee / account holder | $2,601 | $2,620-0.7% | $6,127-57.5% | $2,969-12.4% |