Filed August 15, 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 10-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 | $88,366 | $86,944+1.6% | $107,525-17.8% | $74,304+18.9% |
| Participation rate | 51.4% | 59.6%-8.2pp | 75.1%-23.7pp | 60.3%-9.0pp |
| Annual return | 17.82% | 23.52%-5.7pp | 181.32%-163.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,436 | $2,757-47.9% | $3,754-61.8% | $2,241-35.9% |
| Participant deferral / active EE | $3,076 | $3,554-13.4% | $5,116-39.9% | $3,767-18.3% |
| Admin fee / account holder | $3,713 | $3,727-0.4% | $8,919-58.4% | $2,969+25.1% |