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 | $61,060 | $65,409-6.6% | $98,442-38.0% | $85,850-28.9% |
| Participation rate | 60.5% | 65.0%-4.5pp | 73.3%-12.9pp | 69.3%-8.8pp |
| Annual return | 15.04% | 21.76%-6.7pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,650 | $2,168+22.3% | $2,960-10.5% | $2,565+3.3% |
| Participant deferral / active EE | $3,823 | $3,166+20.7% | $4,276-10.6% | $3,952-3.3% |
| Admin fee / account holder | $4,835 | $4,593+5.3% | $5,949-18.7% | $6,260-22.8% |