Filed May 2, 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 | $87,880 | $76,401+15.0% | $106,387-17.4% | $64,186+36.9% |
| Participation rate | 52.9% | 73.5%-20.6pp | 77.5%-24.5pp | 69.6%-16.6pp |
| Annual return | -4.43% | -2.19%-2.2pp | 0.25%-4.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,402 | $2,680+101.5% | $3,520+53.5% | $2,381+126.9% |
| Participant deferral / active EE | $7,463 | $4,274+74.6% | $5,421+37.7% | $3,470+115.1% |
| Admin fee / account holder | $21,238 | $4,610+360.7% | $7,510+182.8% | $4,888+334.5% |