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 | $51,736-4.1% | $120,225-58.7% | $67,986-27.0% |
| Participation rate | 41.5% | 46.1%-4.6pp | 69.6%-28.1pp | 57.2%-15.7pp |
| Annual return | 14.75% | 31.98%-17.2pp | 439.23%-424.5pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,250 | $1,071+16.7% | $3,475-64.0% | $2,019-38.1% |
| Participant deferral / active EE | $2,785 | $2,206+26.3% | $3,999-30.4% | $3,358-17.1% |
| Admin fee / account holder | $4,899 | $4,159+17.8% | $5,696-14.0% | $3,203+52.9% |