Filed July 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,847 | $48,570+10.9% | $130,648-58.8% | $72,985-26.2% |
| Participation rate | 60.0% | 58.6%+1.4pp | 71.7%-11.7pp | 69.5%-9.5pp |
| Annual return | 18.37% | 38.63%-20.3pp | 1708.96%-1690.6pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,322 | $2,384-2.6% | $3,603-35.6% | $3,607-35.6% |
| Admin fee / account holder | $13,971 | $3,549+293.7% | $5,464+155.7% | $5,124+172.6% |