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 | $68,270 | $54,705+24.8% | $71,209-4.1% | $84,808-19.5% |
| Participation rate | 60.9% | 64.1%-3.2pp | 73.8%-12.9pp | 68.3%-7.4pp |
| Annual return | 16.99% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,173 | $2,158-45.6% | $2,721-56.9% | $2,631-55.4% |
| Participant deferral / active EE | $4,105 | $3,030+35.5% | $4,175-1.7% | $4,212-2.5% |
| Admin fee / account holder | $3,093 | $4,863-36.4% | $5,349-42.2% | $7,344-57.9% |