Filed July 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,534 | $73,515-77.5% | $62,995-73.8% | $147,584-88.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 18.96% | 175.43%-156.5pp | 87.57%-68.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $884 | $3,320-73.4% | $2,759-67.9% | $4,876-81.9% |
| Participant deferral / active EE | $2,360 | $4,185-43.6% | $3,329-29.1% | $5,439-56.6% |
| Admin fee / account holder | $1,850 | $5,953-68.9% | $3,600-48.6% | $10,885-83.0% |