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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,985 | $73,823+23.2% | $379,746-76.0% | $73,488+23.8% |
| Participation rate | 43.1% | 73.1%-30.0pp | 78.4%-35.3pp | 70.7%-27.6pp |
| Annual return | 22.20% | 29.06%-6.9pp | 34.90%-12.7pp | 28.51%-6.3pp |
| Employer contribution / active EE | $3,883 | $2,472+57.1% | $3,540+9.7% | $2,270+71.0% |
| Participant deferral / active EE | $5,687 | $4,038+40.8% | $6,024-5.6% | $3,740+52.1% |
| Admin fee / account holder | $3,624 | $607+496.9% | $7,927-54.3% | $513+606.3% |