Filed August 15, 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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,908 | $77,634-87.2% | $156,549-93.7% | $62,891-84.2% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.8pp |
| Annual return | 11.24% | 50.32%-39.1pp | 32.23%-21.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $388 | $3,444-88.7% | $5,501-92.9% | $2,281-83.0% |
| Participant deferral / active EE | $611 | $3,045-79.9% | $4,871-87.5% | $3,203-80.9% |
| Admin fee / account holder | $1,004 | $5,561-81.9% | $13,027-92.3% | $4,296-76.6% |