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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,502 | $153,772-71.7% | $133,980-67.5% | $273,961-84.1% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.1%-17.5pp | 83.0%-13.5pp |
| Annual return | 6.96% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,087 | $6,029-65.4% | $5,211-60.0% | $4,869-57.1% |
| Participant deferral / active EE | $2,307 | $6,958-66.8% | $6,282-63.3% | $5,287-56.4% |
| Admin fee / account holder | $2,420 | $11,765-79.4% | $9,324-74.0% | $10,132-76.1% |