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 | $25,143 | $81,460-69.1% | $103,333-75.7% | $80,856-68.9% |
| Participation rate | 58.1% | 66.8%-8.7pp | 74.5%-16.4pp | 67.6%-9.5pp |
| Annual return | 11.04% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,420 | $3,105-54.3% | $3,868-63.3% | $2,755-48.5% |
| Participant deferral / active EE | $1,711 | $3,869-55.8% | $5,057-66.2% | $4,296-60.2% |
| Admin fee / account holder | $597 | $6,566-90.9% | $8,355-92.9% | $6,918-91.4% |