Filed December 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,030 | $138,385-39.3% | $184,200-54.4% | $80,874+3.9% |
| Participation rate | 52.9% | 83.9%-30.9pp | 86.8%-33.9pp | 67.6%-14.7pp |
| Annual return | 8.46% | 20.02%-11.6pp | 28.80%-20.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $2,079 | $4,849-57.1% | $6,424-67.6% | $2,756-24.6% |
| Participant deferral / active EE | $2,760 | $7,073-61.0% | $9,132-69.8% | $4,297-35.8% |
| Admin fee / account holder | $1,544 | $10,483-85.3% | $13,907-88.9% | $6,935-77.7% |