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 | $18,886 | $54,229-65.2% | $70,092-73.1% | $68,494-72.4% |
| Participation rate | 28.6% | 64.5%-35.9pp | 70.5%-41.9pp | 67.9%-39.3pp |
| Annual return | -4.67% | -13.87%+9.2pp | 190.73%-195.4pp | -7.84%+3.2pp |
| Employer contribution / active EE | $1,166 | $2,018-42.2% | $2,559-54.4% | $2,596-55.1% |
| Participant deferral / active EE | $1,790 | $2,956-39.4% | $3,849-53.5% | $4,027-55.6% |
| Admin fee / account holder | $3,982 | $4,694-15.2% | $6,267-36.5% | $5,403-26.3% |