Filed July 1, 2018
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 4-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 | $125,715 | $80,724+55.7% | $103,333+21.7% | $74,495+68.8% |
| Participation rate | 58.5% | 65.7%-7.2pp | 74.5%-16.0pp | 67.2%-8.7pp |
| Annual return | 14.12% | 27.56%-13.4pp | 24.88%-10.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,684 | $3,157-15.0% | $3,868-30.6% | $2,623+2.3% |
| Participant deferral / active EE | $5,314 | $3,860+37.6% | $5,057+5.1% | $4,346+22.3% |
| Admin fee / account holder | $5,889 | $2,368+148.7% | $8,355-29.5% | $1,942+203.3% |