Filed October 13, 2020
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 | $42,235 | $202,318-79.1% | $172,739-75.5% | $152,861-72.4% |
| Participation rate | 47.4% | 87.1%-39.7pp | 82.6%-35.3pp | 82.4%-35.1pp |
| Annual return | 23.46% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,692 | $5,856-54.0% | $5,143-47.7% | $4,762-43.5% |
| Participant deferral / active EE | $4,192 | $5,948-29.5% | $5,198-19.4% | $5,850-28.4% |
| Admin fee / account holder | $3,739 | $17,109-78.1% | $13,954-73.2% | $11,596-67.8% |