Filed December 30, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,505 | $58,694+37.2% | $142,863-43.6% | $85,850-6.2% |
| Participation rate | 57.4% | 58.5%-1.0pp | 71.9%-14.5pp | 69.3%-11.9pp |
| Annual return | 11.14% | 27.72%-16.6pp | 5637.54%-5626.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,697 | $1,423+19.3% | $4,144-59.0% | $2,565-33.8% |
| Participant deferral / active EE | $3,396 | $2,607+30.2% | $3,837-11.5% | $3,952-14.1% |
| Admin fee / account holder | $10,161 | $4,239+139.7% | $6,560+54.9% | $6,260+62.3% |