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 | $94,929 | $69,977+35.7% | $108,579-12.6% | $62,891+50.9% |
| Participation rate | 47.4% | 72.9%-25.5pp | 79.6%-32.2pp | 69.3%-21.9pp |
| Annual return | 6.62% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,097 | $2,135-48.6% | $3,758-70.8% | $2,281-51.9% |
| Participant deferral / active EE | $1,620 | $3,165-48.8% | $4,311-62.4% | $3,203-49.4% |
| Admin fee / account holder | $481 | $5,076-90.5% | $7,645-93.7% | $4,296-88.8% |