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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,021 | $49,173-79.6% | $121,098-91.7% | $75,163-86.7% |
| Participation rate | 62.8% | 55.4%+7.4pp | 69.5%-6.7pp | 67.2%-4.4pp |
| Annual return | 0.15% | 55.99%-55.8pp | 985.75%-985.6pp | 160.62%-160.5pp |
| Employer contribution / active EE | $933 | $1,546-39.7% | $4,164-77.6% | $2,670-65.1% |
| Participant deferral / active EE | $1,710 | $2,628-34.9% | $4,080-58.1% | $4,125-58.5% |
| Admin fee / account holder | $558 | $3,942-85.9% | $5,644-90.1% | $5,651-90.1% |