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 | $85,954 | $51,736+66.1% | $120,225-28.5% | $67,986+26.4% |
| Participation rate | 41.3% | 46.1%-4.8pp | 69.6%-28.3pp | 57.2%-15.9pp |
| Annual return | 17.79% | 31.98%-14.2pp | 439.23%-421.4pp | 31.67%-13.9pp |
| Employer contribution / active EE | $519 | $1,071-51.6% | $3,475-85.1% | $2,019-74.3% |
| Participant deferral / active EE | $1,487 | $2,206-32.6% | $3,999-62.8% | $3,358-55.7% |
| Admin fee / account holder | $851 | $4,159-79.6% | $5,696-85.1% | $3,203-73.4% |