Filed March 13, 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 5-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 | $56,054 | $54,558+2.7% | $76,002-26.2% | $74,546-24.8% |
| Participation rate | 39.3% | 60.3%-21.0pp | 69.1%-29.8pp | 67.2%-27.9pp |
| Annual return | 18.71% | 31.83%-13.1pp | 360.07%-341.4pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $1,618 | $1,778-9.0% | $2,688-39.8% | $2,624-38.3% |
| Participant deferral / active EE | $3,378 | $3,065+10.2% | $4,257-20.6% | $4,347-22.3% |
| Admin fee / account holder | $6,596 | $2,232+195.5% | $6,414+2.8% | $1,944+239.4% |