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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,234 | $46,674+63.3% | $117,472-35.1% | $68,494+11.3% |
| Participation rate | 55.6% | 56.8%-1.2pp | 70.6%-15.0pp | 67.9%-12.3pp |
| Annual return | -20.90% | -14.52%-6.4pp | 29.74%-50.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,282 | $2,636+24.5% | $4,070-19.4% | $4,027-18.5% |
| Admin fee / account holder | $2,086 | $4,020-48.1% | $5,645-63.0% | $5,403-61.4% |