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 | $45,010 | $49,025-8.2% | $87,507-48.6% | $62,891-28.4% |
| Participation rate | 61.5% | 64.9%-3.3pp | 73.8%-12.3pp | 69.3%-7.8pp |
| Annual return | 6.20% | 10.02%-3.8pp | 12.21%-6.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $643 | $1,372-53.1% | $2,550-74.8% | $2,281-71.8% |
| Participant deferral / active EE | $1,706 | $2,289-25.5% | $3,149-45.8% | $3,203-46.7% |
| Admin fee / account holder | $5,059 | $4,065+24.4% | $4,221+19.9% | $4,296+17.8% |