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 | $133,514 | $214,378-37.7% | $200,582-33.4% | $142,382-6.2% |
| Participation rate | 64.7% | 87.4%-22.7pp | 86.9%-22.2pp | 80.1%-15.4pp |
| Annual return | 15.34% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,472 | $6,841-63.9% | $6,419-61.5% | $4,299-42.5% |
| Participant deferral / active EE | $4,464 | $9,865-54.7% | $9,331-52.2% | $6,507-31.4% |
| Admin fee / account holder | $4,781 | $17,692-73.0% | $16,305-70.7% | $12,624-62.1% |