Filed December 10, 2019 (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.
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 | $224,849 | $91,538+145.6% | $129,995+73.0% | $75,163+199.1% |
| Participation rate | 51.4% | 71.4%-20.0pp | 78.5%-27.1pp | 67.2%-15.8pp |
| Annual return | 14.44% | -631.11%+645.6pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $7,324 | $2,845+157.4% | $4,320+69.6% | $2,670+174.3% |
| Participant deferral / active EE | $11,249 | $4,341+159.1% | $5,820+93.3% | $4,125+172.7% |
| Admin fee / account holder | $4,275 | $6,790-37.0% | $10,614-59.7% | $5,651-24.3% |