Filed October 17, 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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,082 | $138,044-59.4% | $125,339-55.3% | $134,475-58.3% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -11.94% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,106 | $5,243-78.9% | $4,814-77.0% | $4,740-76.7% |
| Participant deferral / active EE | $2,006 | $7,799-74.3% | $7,446-73.1% | $6,400-68.7% |
| Admin fee / account holder | $117,660 | $11,571+916.8% | $10,010+1075.5% | $11,426+929.8% |