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 | $70,129 | $53,777+30.4% | $134,143-47.7% | $79,858-12.2% |
| Participation rate | 62.3% | 58.8%+3.5pp | 72.2%-9.9pp | 69.6%-7.4pp |
| Annual return | 19.04% | 19.01%0pp | 36.33%-17.3pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,696 | $2,420+11.4% | $3,499-22.9% | $3,740-27.9% |
| Admin fee / account holder | $440 | $3,984-88.9% | $6,684-93.4% | $5,306-91.7% |