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 | $62,801 | $81,248-22.7% | $155,509-59.6% | $80,856-22.3% |
| Participation rate | 57.7% | 66.2%-8.5pp | 78.2%-20.5pp | 67.6%-9.9pp |
| Annual return | 13.43% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,376 | $3,100+41.1% | $4,672-6.3% | $2,755+58.8% |
| Participant deferral / active EE | $7,479 | $3,452+116.7% | $5,626+32.9% | $4,296+74.1% |
| Admin fee / account holder | $924 | $7,997-88.4% | $15,912-94.2% | $6,918-86.6% |