Filed June 11, 2019
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 3-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,015 | $102,317-81.4% | $146,958-87.1% | $80,856-76.5% |
| Participation rate | 45.1% | 75.8%-30.7pp | 82.2%-37.1pp | 67.6%-22.5pp |
| Annual return | 18.49% | 134.76%-116.3pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,506 | $3,713-59.4% | $4,933-69.5% | $2,755-45.3% |
| Participant deferral / active EE | $1,708 | $6,644-74.3% | $8,070-78.8% | $4,296-60.2% |
| Admin fee / account holder | $973 | $7,941-87.7% | $12,998-92.5% | $6,918-85.9% |