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.
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 | $117,938 | $51,576+128.7% | $129,207-8.7% | $80,856+45.9% |
| Participation rate | 55.8% | 57.0%-1.2pp | 69.6%-13.8pp | 67.6%-11.9pp |
| Annual return | 18.39% | 20.81%-2.4pp | 9417.33%-9398.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $766 | $1,584-51.7% | $4,153-81.6% | $2,755-72.2% |
| Participant deferral / active EE | $3,416 | $2,669+28.0% | $4,168-18.0% | $4,296-20.5% |
| Admin fee / account holder | $3,075 | $4,305-28.6% | $7,715-60.1% | $6,918-55.5% |