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 | $217,896 | $109,413+99.1% | $156,263+39.4% | $84,808+156.9% |
| Participation rate | 2.2% | 72.7%-70.5pp | 78.9%-76.7pp | 68.3%-66.1pp |
| Annual return | 16.11% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,025 | $2,907+107.3% | $4,333+39.0% | $2,631+129.0% |
| Participant deferral / active EE | $13,957 | $4,590+204.1% | $6,158+126.6% | $4,212+231.4% |
| Admin fee / account holder | $1,738 | $9,357-81.4% | $14,255-87.8% | $7,344-76.3% |