Filed March 20, 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 | $142,411 | $97,044+46.7% | $83,333+70.9% | $135,375+5.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -7.75% | 12.31%-20.1pp | 10.63%-18.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,724 | $4,143+14.0% | $3,379+39.8% | $4,779-1.2% |
| Participant deferral / active EE | $10,900 | $5,964+82.7% | $5,565+95.9% | $5,609+94.3% |
| Admin fee / account holder | $18,440 | $8,380+120.1% | $7,510+145.5% | $10,827+70.3% |