Filed July 30, 2019 (most recent of 2 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 | $26,327 | $51,244-48.6% | $80,975-67.5% | $55,167-52.3% |
| Participation rate | 49.0% | 71.7%-22.7pp | 75.8%-26.8pp | 69.0%-20.0pp |
| Annual return | 14.36% | 17.39%-3.0pp | 17.10%-2.7pp | 169.23%-154.9pp |
| Employer contribution / active EE | $1,463 | $1,770-17.4% | $3,714-60.6% | $1,963-25.5% |
| Participant deferral / active EE | $1,803 | $4,418-59.2% | $5,696-68.4% | $3,054-41.0% |
| Admin fee / account holder | $1,999 | $398+402.3% | $5,516-63.8% | $504+296.8% |