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 | $99,090 | $91,019+8.9% | $392,568-74.8% | $72,985+35.8% |
| Participation rate | 51.6% | 74.4%-22.8pp | 78.1%-26.5pp | 69.5%-17.9pp |
| Annual return | 29.21% | 20.00%+9.2pp | 24.42%+4.8pp | 81.00%-51.8pp |
| Employer contribution / active EE | $5,041 | $2,751+83.3% | $3,783+33.3% | $2,440+106.6% |
| Participant deferral / active EE | $7,249 | $4,570+58.6% | $5,985+21.1% | $3,607+100.9% |
| Admin fee / account holder | $2,605 | $4,895-46.8% | $6,260-58.4% | $5,124-49.2% |