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 | $95,665 | $53,516+78.8% | $126,539-24.4% | $84,808+12.8% |
| Participation rate | 43.3% | 58.2%-14.9pp | 69.8%-26.5pp | 68.3%-25.0pp |
| Annual return | 14.77% | 58.34%-43.6pp | 425.95%-411.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $641 | $1,535-58.2% | $3,674-82.6% | $2,631-75.6% |
| Participant deferral / active EE | $3,389 | $2,671+26.9% | $4,083-17.0% | $4,212-19.5% |
| Admin fee / account holder | $52,494 | $4,497+1067.4% | $6,065+765.6% | $7,344+614.8% |