Filed December 18, 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 | $49,608 | $53,053-6.5% | $126,539-60.8% | $74,304-33.2% |
| Participation rate | 41.5% | 48.0%-6.6pp | 69.8%-28.4pp | 60.3%-18.9pp |
| Annual return | 14.75% | 29.46%-14.7pp | 425.95%-411.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,250 | $1,168+7.1% | $3,674-66.0% | $2,241-44.2% |
| Participant deferral / active EE | $2,785 | $2,303+20.9% | $4,083-31.8% | $3,767-26.1% |
| Admin fee / account holder | $4,899 | $3,698+32.5% | $6,065-19.2% | $2,969+65.0% |