Filed November 1, 2018
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,547 | $76,552-77.1% | $123,892-85.8% | $62,891-72.1% |
| Participation rate | 55.4% | 73.0%-17.6pp | 81.4%-26.0pp | 69.3%-13.9pp |
| Annual return | 3.64% | 18.68%-15.0pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $848 | $2,883-70.6% | $4,617-81.6% | $2,281-62.8% |
| Participant deferral / active EE | $2,006 | $4,840-58.5% | $5,984-66.5% | $3,203-37.4% |
| Admin fee / account holder | $2,306 | $4,826-52.2% | $8,357-72.4% | $4,296-46.3% |