Filed June 11, 2019 (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 | $46,037 | $171,865-73.2% | $149,718-69.3% | $147,584-68.8% |
| Participation rate | 68.2% | 88.2%-20.0pp | 87.1%-18.9pp | 82.8%-14.6pp |
| Annual return | 12.50% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,858 | $6,275-70.4% | $5,445-65.9% | $4,876-61.9% |
| Participant deferral / active EE | $3,892 | $7,271-46.5% | $6,569-40.8% | $5,439-28.4% |
| Admin fee / account holder | $2,697 | $13,799-80.5% | $11,283-76.1% | $10,885-75.2% |