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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,904 | $101,724+150.6% | $164,813+54.7% | $80,856+215.3% |
| Participation rate | 38.5% | 71.8%-33.4pp | 78.6%-40.1pp | 67.6%-29.2pp |
| Annual return | 11.61% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,117 | $2,953+141.0% | $4,341+64.0% | $2,755+158.4% |
| Participant deferral / active EE | $12,184 | $4,477+172.1% | $6,031+102.0% | $4,296+183.6% |
| Admin fee / account holder | $3,090 | $8,227-62.4% | $12,690-75.7% | $6,918-55.3% |