Filed October 10, 2018
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.
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 | $39,312 | $85,790-54.2% | $67,313-41.6% | $135,375-71.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -6.72% | -0.54%-6.2pp | -4.08%-2.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,142 | $3,487-67.3% | $2,566-55.5% | $4,779-76.1% |
| Participant deferral / active EE | $2,616 | $4,651-43.7% | $3,568-26.7% | $5,609-53.4% |
| Admin fee / account holder | $6,035 | $6,392-5.6% | $4,507+33.9% | $10,827-44.3% |