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 | $38,976 | $209,411-81.4% | $178,490-78.2% | $158,922-75.5% |
| Participation rate | 56.3% | 86.3%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 6.47% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,809 | $5,706-33.3% | $5,011-24.0% | $4,761-20.0% |
| Participant deferral / active EE | $6,487 | $5,954+9.0% | $5,202+24.7% | $5,982+8.4% |
| Admin fee / account holder | $10,188 | $17,074-40.3% | $13,984-27.1% | $11,246-9.4% |