Filed May 21, 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 4-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.
Employer 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 | $85,788 | $55,371+54.9% | $95,585-10.2% | $74,304+15.5% |
| Participation rate | 22.0% | 53.8%-31.8pp | 72.1%-50.0pp | 60.3%-38.3pp |
| Annual return | 12.59% | 24.26%-11.7pp | 38.56%-26.0pp | 29.43%-16.8pp |
| Employer contribution / active EE | $218 | $1,437-84.8% | $2,527-91.4% | $2,241-90.3% |
| Participant deferral / active EE | $1,309 | $2,955-55.7% | $4,023-67.5% | $3,767-65.3% |
| Admin fee / account holder | $2,925 | $2,620+11.6% | $6,127-52.3% | $2,969-1.5% |