Filed July 24, 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.
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 | $79,364 | $81,460-2.6% | $103,333-23.2% | $80,856-1.8% |
| Participation rate | 68.8% | 66.8%+1.9pp | 74.5%-5.8pp | 67.6%+1.1pp |
| Annual return | 24.09% | 25.55%-1.5pp | 24.88%-0.8pp | 35.59%-11.5pp |
| Employer contribution / active EE | $1,506 | $3,105-51.5% | $3,868-61.1% | $2,755-45.3% |
| Participant deferral / active EE | $7,618 | $3,869+96.9% | $5,057+50.6% | $4,296+77.3% |
| Admin fee / account holder | $24,468 | $6,566+272.6% | $8,355+192.9% | $6,918+253.7% |