Filed August 14, 2019
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 | $62,639 | $67,459-7.1% | $74,183-15.6% | - |
| Participation rate | 63.6% | 75.7%-12.1pp | 76.6%-13.0pp | - |
| Annual return | 14.63% | 3.47%+11.2pp | 17.74%-3.1pp | - |
| Employer contribution / active EE | $478 | $1,829-73.9% | $2,370-79.8% | - |
| Participant deferral / active EE | $4,083 | $3,061+33.4% | $3,550+15.0% | - |
| Admin fee / account holder | $2,103 | $9,869-78.7% | $5,586-62.4% | - |