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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,782 | $41,377-47.4% | $109,313-80.1% | $62,891-65.4% |
| Participation rate | 55.1% | 57.5%-2.5pp | 71.3%-16.2pp | 69.3%-14.2pp |
| Annual return | 6.09% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,797 | $2,045+36.8% | $3,166-11.7% | $3,203-12.7% |
| Admin fee / account holder | $883 | $2,884-69.4% | $5,666-84.4% | $4,296-79.4% |