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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,608 | $64,707+404.7% | $112,228+191.0% | $68,494+376.8% |
| Participation rate | 62.3% | 67.2%-4.8pp | 75.1%-12.7pp | 67.9%-5.6pp |
| Annual return | -3.29% | -11.40%+8.1pp | 27.45%-30.7pp | -7.84%+4.6pp |
| Employer contribution / active EE | $27,006 | $2,746+883.5% | $3,635+643.0% | $2,596+940.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $49,347 | $5,232+843.2% | $6,410+669.8% | $5,403+813.4% |