Filed March 12, 2019
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 | $58,255 | $39,798+46.4% | $67,711-14.0% | $59,632-2.3% |
| Participation rate | 60.7% | 57.4%+3.4pp | 67.5%-6.8pp | 68.7%-8.0pp |
| Annual return | -2.34% | 89.94%-92.3pp | 25.41%-27.7pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $133 | $1,393-90.5% | $2,559-94.8% | $2,203-94.0% |
| Participant deferral / active EE | $3,322 | $2,335+42.3% | $3,585-7.3% | $3,192+4.1% |
| Admin fee / account holder | $644 | $3,212-80.0% | $4,255-84.9% | $4,297-85.0% |