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 | $20,320 | $48,750-58.3% | $88,946-77.2% | $74,304-72.7% |
| Participation rate | 43.0% | 44.5%-1.5pp | 68.8%-25.9pp | 60.3%-17.4pp |
| Annual return | 22.29% | 25.91%-3.6pp | 57.82%-35.5pp | 29.43%-7.1pp |
| Employer contribution / active EE | $954 | $1,255-24.0% | $2,555-62.7% | $2,241-57.5% |
| Participant deferral / active EE | $1,596 | $2,423-34.1% | $4,581-65.2% | $3,767-57.6% |
| Admin fee / account holder | $1,113 | $3,756-70.4% | $8,261-86.5% | $2,969-62.5% |