Filed March 9, 2020 (most recent of 2 filings on file)
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 | $19,783 | $39,162-49.5% | $100,671-80.3% | $59,632-66.8% |
| Participation rate | 48.2% | 55.9%-7.6pp | 70.7%-22.5pp | 68.7%-20.4pp |
| Annual return | 5.12% | 21.07%-15.9pp | 20.43%-15.3pp | 2041.28%-2036.2pp |
| Employer contribution / active EE | $648 | $1,151-43.7% | $4,012-83.8% | $2,203-70.6% |
| Participant deferral / active EE | $2,299 | $1,992+15.4% | $3,144-26.9% | $3,192-28.0% |
| Admin fee / account holder | $3,704 | $2,969+24.7% | $4,850-23.6% | $4,297-13.8% |