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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,679 | $53,516-68.8% | $126,539-86.8% | $84,808-80.3% |
| Participation rate | 68.3% | 58.2%+10.0pp | 69.8%-1.5pp | 68.3%0pp |
| Annual return | 10.82% | 58.34%-47.5pp | 425.95%-415.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,096 | $1,535-28.6% | $3,674-70.2% | $2,631-58.3% |
| Participant deferral / active EE | $2,141 | $2,671-19.8% | $4,083-47.6% | $4,212-49.2% |
| Admin fee / account holder | $350 | $4,497-92.2% | $6,065-94.2% | $7,344-95.2% |