Filed April 12, 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.
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 | $73,072 | $102,966-29.0% | $90,281-19.1% | $152,861-52.2% |
| Participation rate | 52.4% | 75.9%-23.5pp | 73.3%-20.9pp | 82.4%-30.1pp |
| Annual return | 17.73% | 95.16%-77.4pp | 78.10%-60.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,697 | $4,281+126.5% | $3,885+149.6% | $5,850+65.8% |
| Admin fee / account holder | $14,108 | $6,171+128.6% | $5,351+163.6% | $11,596+21.7% |