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 | $82,438 | $48,265+70.8% | $68,791+19.8% | $68,494+20.4% |
| Participation rate | 55.8% | 60.7%-4.9pp | 69.0%-13.2pp | 67.9%-12.1pp |
| Annual return | -15.70% | -12.71%-3.0pp | -6.38%-9.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,895 | $1,829+3.6% | $2,655-28.6% | $2,596-27.0% |
| Participant deferral / active EE | $5,086 | $2,867+77.4% | $3,941+29.0% | $4,027+26.3% |
| Admin fee / account holder | $10,770 | $4,355+147.3% | $4,932+118.4% | $5,403+99.3% |