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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,229 | $58,694-87.7% | $142,863-94.9% | $85,850-91.6% |
| Participation rate | 58.3% | 58.5%-0.1pp | 71.9%-13.6pp | 69.3%-11.0pp |
| Annual return | 39.59% | 27.72%+11.9pp | 5637.54%-5597.9pp | 318.53%-278.9pp |
| Employer contribution / active EE | $991 | $1,423-30.4% | $4,144-76.1% | $2,565-61.4% |
| Participant deferral / active EE | $1,465 | $2,607-43.8% | $3,837-61.8% | $3,952-62.9% |
| Admin fee / account holder | $566 | $4,239-86.6% | $6,560-91.4% | $6,260-91.0% |