Filed August 18, 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 8-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 | $20,785 | $64,707-67.9% | $112,228-81.5% | $68,494-69.7% |
| Participation rate | 54.4% | 67.2%-12.8pp | 75.1%-20.7pp | 67.9%-13.5pp |
| Annual return | -18.33% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,430 | $2,746-47.9% | $3,635-60.7% | $2,596-44.9% |
| Participant deferral / active EE | $1,581 | $3,565-55.7% | $4,728-66.6% | $4,027-60.7% |
| Admin fee / account holder | $485 | $5,232-90.7% | $6,410-92.4% | $5,403-91.0% |