Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,818,761 | $99,079+4763.5% | $77,999+6078.0% | $273,961+1658.9% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.5%-75.5pp | 83.0%-83.0pp |
| Annual return | -3.59% | 217.93%-221.5pp | 425.96%-429.6pp | 41.45%-45.0pp |
| Employer contribution / active EE | $18,682 | $3,308+464.8% | $2,470+656.3% | $4,869+283.7% |
| Participant deferral / active EE | $12,291 | $4,306+185.4% | $3,497+251.5% | $5,287+132.5% |
| Admin fee / account holder | $94,510 | $8,954+955.5% | $5,480+1624.5% | $10,132+832.8% |