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 | $53,053+62.0% | $126,539-32.1% | $74,304+15.7% |
| Participation rate | 41.3% | 48.0%-6.8pp | 69.8%-28.5pp | 60.3%-19.1pp |
| Annual return | 17.79% | 29.46%-11.7pp | 425.95%-408.2pp | 29.43%-11.6pp |
| Employer contribution / active EE | $519 | $1,168-55.6% | $3,674-85.9% | $2,241-76.9% |
| Participant deferral / active EE | $1,487 | $2,303-35.4% | $4,083-63.6% | $3,767-60.5% |
| Admin fee / account holder | $851 | $3,698-77.0% | $6,065-86.0% | $2,969-71.4% |