Filed August 15, 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 | $100,626 | $88,672+13.5% | $105,223-4.4% | $82,448+22.0% |
| Participation rate | 51.6% | 67.9%-16.3pp | 75.0%-23.4pp | 68.1%-16.5pp |
| Annual return | 16.34% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,249 | $3,048-59.0% | $3,689-66.1% | $2,551-51.0% |
| Participant deferral / active EE | $4,112 | $4,036+1.9% | $5,072-18.9% | $4,139-0.7% |
| Admin fee / account holder | $5,020 | $7,146-29.7% | $8,859-43.3% | $7,234-30.6% |