Filed October 16, 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 | $68,763 | $49,280+39.5% | $67,313+2.2% | $64,186+7.1% |
| Participation rate | 58.8% | 60.8%-2.0pp | 69.1%-10.3pp | 69.6%-10.7pp |
| Annual return | -4.78% | -1.39%-3.4pp | -4.08%-0.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,152 | $1,668+29.0% | $2,566-16.1% | $2,381-9.6% |
| Participant deferral / active EE | $6,812 | $2,484+174.2% | $3,568+90.9% | $3,470+96.3% |
| Admin fee / account holder | $1,447 | $3,863-62.5% | $4,507-67.9% | $4,888-70.4% |