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 | $60,184 | $58,208+3.4% | $81,812-26.4% | $80,856-25.6% |
| Participation rate | 53.8% | 63.4%-9.7pp | 72.3%-18.6pp | 67.6%-13.9pp |
| Annual return | 14.37% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $883 | $2,340-62.3% | $2,912-69.7% | $2,755-67.9% |
| Participant deferral / active EE | $3,411 | $3,281+4.0% | $4,319-21.0% | $4,296-20.6% |
| Admin fee / account holder | $5,505 | $4,981+10.5% | $7,386-25.5% | $6,918-20.4% |