Filed December 19, 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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,405 | $53,777-91.8% | $134,143-96.7% | $79,858-94.5% |
| Participation rate | 62.7% | 58.8%+4.0pp | 72.2%-9.4pp | 69.6%-6.9pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $297 | $1,321-77.5% | $3,704-92.0% | $2,471-88.0% |
| Participant deferral / active EE | $310 | $2,420-87.2% | $3,499-91.1% | $3,740-91.7% |
| Admin fee / account holder | $599 | $3,984-85.0% | $6,684-91.0% | $5,306-88.7% |