Filed August 15, 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 | $200,290 | $185,822+7.8% | $169,993+17.8% | $139,434+43.6% |
| Participation rate | 21.7% | 87.8%-66.0pp | 87.0%-65.3pp | 80.3%-58.6pp |
| Annual return | 50.45% | 60.50%-10.1pp | 53.37%-2.9pp | 372.94%-322.5pp |
| Employer contribution / active EE | $1,680 | $7,590-77.9% | $6,785-75.2% | $4,751-64.6% |
| Participant deferral / active EE | $3,037 | $11,622-73.9% | $10,408-70.8% | $6,710-54.7% |
| Admin fee / account holder | $2,227 | $15,381-85.5% | $12,815-82.6% | $11,403-80.5% |