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 | $43,704 | $96,484-54.7% | $75,886-42.4% | $152,861-71.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.4%-15.8pp |
| Annual return | 29.63% | 33.98%-4.3pp | 30.76%-1.1pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,166 | $3,309-64.8% | $2,500-53.4% | $4,762-75.5% |
| Participant deferral / active EE | $2,602 | $4,553-42.9% | $3,603-27.8% | $5,850-55.5% |
| Admin fee / account holder | $3,512 | $8,078-56.5% | $5,418-35.2% | $11,596-69.7% |