Filed August 1, 2018
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,837 | $88,087+32.6% | $164,866-29.1% | $74,546+56.7% |
| Participation rate | 36.7% | 73.1%-36.4pp | 78.6%-41.9pp | 67.2%-30.5pp |
| Annual return | 10.07% | 17.27%-7.2pp | 69.97%-59.9pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $1,255 | $2,595-51.6% | $4,343-71.1% | $2,624-52.2% |
| Participant deferral / active EE | $1,945 | $4,499-56.8% | $6,033-67.8% | $4,347-55.3% |
| Admin fee / account holder | $7,708 | $2,232+245.4% | $12,689-39.3% | $1,944+296.6% |