Filed November 24, 2020
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 | $142,654 | $85,515+66.8% | $112,040+27.3% | $67,986+109.8% |
| Participation rate | 29.0% | 68.2%-39.2pp | 76.5%-47.5pp | 57.2%-28.2pp |
| Annual return | 13.49% | 29.68%-16.2pp | 24.52%-11.0pp | 31.67%-18.2pp |
| Employer contribution / active EE | $864 | $2,191-60.6% | $2,954-70.7% | $2,019-57.2% |
| Participant deferral / active EE | $2,045 | $4,014-49.1% | $5,098-59.9% | $3,358-39.1% |
| Admin fee / account holder | $5,438 | $3,774+44.1% | $12,098-55.1% | $3,203+69.8% |