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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,056 | $58,927-86.3% | $76,817-89.5% | $72,985-89.0% |
| Participation rate | 37.5% | 67.3%-29.8pp | 72.1%-34.6pp | 69.5%-32.0pp |
| Annual return | 21.40% | 2305.64%-2284.2pp | 1166.11%-1144.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $843 | $1,787-52.8% | $2,302-63.4% | $2,440-65.4% |
| Participant deferral / active EE | $1,495 | $2,690-44.5% | $3,336-55.2% | $3,607-58.6% |
| Admin fee / account holder | $489 | $4,013-87.8% | $6,420-92.4% | $5,124-90.5% |