Filed October 30, 2018
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 3-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 | $14,277 | $44,960-68.2% | $84,966-83.2% | $74,495-80.8% |
| Participation rate | 35.7% | 49.4%-13.6pp | 67.5%-31.8pp | 67.2%-31.5pp |
| Annual return | 31.68% | 26.24%+5.4pp | 66.38%-34.7pp | 1364.94%-1333.3pp |
| Employer contribution / active EE | $820 | $1,457-43.7% | $2,727-69.9% | $2,623-68.7% |
| Participant deferral / active EE | $1,257 | $2,731-54.0% | $4,519-72.2% | $4,346-71.1% |
| Admin fee / account holder | $1,139 | $2,209-48.4% | $6,149-81.5% | $1,942-41.3% |