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 | $117,026 | $56,053+108.8% | $75,972+54.0% | $80,856+44.7% |
| Participation rate | 57.6% | 62.0%-4.5pp | 69.1%-11.5pp | 67.6%-10.1pp |
| Annual return | 11.37% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,587 | $1,874+38.0% | $2,685-3.7% | $2,755-6.1% |
| Participant deferral / active EE | $6,547 | $3,052+114.5% | $4,255+53.8% | $4,296+52.4% |
| Admin fee / account holder | $27,203 | $5,234+419.8% | $6,467+320.7% | $6,918+293.2% |