Filed February 8, 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 5-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 | $39,176 | $94,031-58.3% | $115,768-66.2% | $82,448-52.5% |
| Participation rate | 57.4% | 70.4%-13.0pp | 74.4%-16.9pp | 68.1%-10.6pp |
| Annual return | 16.64% | 20.61%-4.0pp | 100.46%-83.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,860 | $2,323+66.1% | $2,940+31.3% | $2,551+51.3% |
| Participant deferral / active EE | $5,563 | $3,972+40.1% | $4,917+13.2% | $4,139+34.4% |
| Admin fee / account holder | $7,242 | $10,249-29.3% | $12,439-41.8% | $7,234+0.1% |