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 | $30,443 | $46,360-34.3% | $147,614-79.4% | $52,331-41.8% |
| Participation rate | 47.7% | 64.9%-17.2pp | 84.6%-36.9pp | 68.1%-20.4pp |
| Annual return | -1.71% | 1.62%-3.3pp | 61.98%-63.7pp | 4.54%-6.3pp |
| Employer contribution / active EE | $421 | $2,126-80.2% | $5,564-92.4% | $1,882-77.6% |
| Participant deferral / active EE | $996 | $2,258-55.9% | $4,895-79.7% | $3,022-67.1% |
| Admin fee / account holder | $521 | $766-31.9% | $11,611-95.5% | $592-11.9% |