Filed June 11, 2019 (most recent of 3 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,873 | $136,307-56.1% | $177,821-66.3% | $73,488-18.5% |
| Participation rate | 68.0% | 86.1%-18.1pp | 87.7%-19.7pp | 70.7%-2.7pp |
| Annual return | 14.13% | 18.68%-4.5pp | 48.32%-34.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,730 | $3,712-53.4% | $5,918-70.8% | $2,270-23.8% |
| Participant deferral / active EE | $2,491 | $5,829-57.3% | $7,714-67.7% | $3,740-33.4% |
| Admin fee / account holder | $15,877 | $596+2565.9% | $12,427+27.8% | $513+2994.5% |