Filed December 31, 2018
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 | $92,252 | $54,705+68.6% | $71,209+29.6% | $84,808+8.8% |
| Participation rate | 67.8% | 64.1%+3.7pp | 73.8%-6.0pp | 68.3%-0.5pp |
| Annual return | 17.50% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,343 | $2,158+8.6% | $2,721-13.9% | $2,631-10.9% |
| Participant deferral / active EE | $4,512 | $3,030+48.9% | $4,175+8.1% | $4,212+7.1% |
| Admin fee / account holder | $2,980 | $4,863-38.7% | $5,349-44.3% | $7,344-59.4% |