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 | $59,391 | $49,177+20.8% | $79,464-25.3% | $64,186-7.5% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | -2.21% | -1.16%-1.1pp | 718.14%-720.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,286 | $2,076-38.1% | $2,800-54.1% | $2,381-46.0% |
| Participant deferral / active EE | $3,962 | $2,821+40.4% | $3,704+7.0% | $3,470+14.2% |
| Admin fee / account holder | $8,682 | $3,839+126.2% | $5,113+69.8% | $4,888+77.6% |