Filed February 10, 2020 (most recent of 3 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,190 | $98,240-84.5% | $82,313-81.5% | $147,584-89.7% |
| Participation rate | 68.4% | 79.7%-11.3pp | 76.9%-8.5pp | 82.8%-14.4pp |
| Annual return | 18.79% | 30.85%-12.1pp | 25.88%-7.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,530 | $3,192-52.1% | $2,428-37.0% | $4,876-68.6% |
| Participant deferral / active EE | $1,716 | $4,383-60.8% | $3,706-53.7% | $5,439-68.4% |
| Admin fee / account holder | $1,109 | $8,563-87.1% | $5,608-80.2% | $10,885-89.8% |