Filed August 21, 2017
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 | $67,995 | $53,127+28.0% | $86,590-21.5% | $70,131-3.0% |
| Participation rate | 64.6% | 65.3%-0.7pp | 73.5%-8.9pp | 69.5%-4.9pp |
| Annual return | 13.65% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,167 | $2,068-43.6% | $2,839-58.9% | $2,342-50.2% |
| Participant deferral / active EE | $3,005 | $2,696+11.5% | $3,609-16.7% | $3,332-9.8% |
| Admin fee / account holder | $414 | $3,585-88.5% | $4,906-91.6% | $4,645-91.1% |