Filed August 18, 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 | $89,987 | $138,385-35.0% | $184,200-51.1% | $80,874+11.3% |
| Participation rate | 69.2% | 83.9%-14.6pp | 86.8%-17.6pp | 67.6%+1.6pp |
| Annual return | 16.85% | 20.02%-3.2pp | 28.80%-11.9pp | 35.62%-18.8pp |
| Employer contribution / active EE | $1,964 | $4,849-59.5% | $6,424-69.4% | $2,756-28.7% |
| Participant deferral / active EE | $3,707 | $7,073-47.6% | $9,132-59.4% | $4,297-13.7% |
| Admin fee / account holder | $6,674 | $10,483-36.3% | $13,907-52.0% | $6,935-3.8% |