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 | $46,043 | $77,899-40.9% | $149,673-69.2% | $75,163-38.7% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 28.50% | 31.72%-3.2pp | 134.42%-105.9pp | 160.62%-132.1pp |
| Employer contribution / active EE | $2,681 | $3,137-14.6% | $4,818-44.4% | $2,670+0.4% |
| Participant deferral / active EE | $4,547 | $3,411+33.3% | $5,680-20.0% | $4,125+10.2% |
| Admin fee / account holder | $730 | $5,956-87.7% | $13,210-94.5% | $5,651-87.1% |