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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,886 | $63,764-82.9% | $81,930-86.7% | $79,858-86.4% |
| Participation rate | 33.3% | 67.5%-34.2pp | 72.0%-38.7pp | 69.6%-36.3pp |
| Annual return | 2.70% | 22.66%-20.0pp | 29.49%-26.8pp | 31.71%-29.0pp |
| Employer contribution / active EE | $830 | $1,795-53.8% | $4,310-80.7% | $2,471-66.4% |
| Participant deferral / active EE | $1,472 | $2,780-47.1% | $7,107-79.3% | $3,740-60.7% |
| Admin fee / account holder | $4,027 | $4,426-9.0% | $5,158-21.9% | $5,306-24.1% |