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.
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 | $82,782 | $65,703+26.0% | $94,224-12.1% | $59,632+38.8% |
| Participation rate | 51.9% | 72.1%-20.3pp | 78.8%-26.9pp | 68.7%-16.8pp |
| Annual return | -1.70% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,130 | $2,021-44.1% | $3,587-68.5% | $2,203-48.7% |
| Participant deferral / active EE | $1,666 | $3,143-47.0% | $4,320-61.4% | $3,192-47.8% |
| Admin fee / account holder | $8,782 | $4,264+105.9% | $6,269+40.1% | $4,297+104.4% |