Filed February 21, 2017 (most recent of 2 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,842 | $89,355-77.8% | $141,162-85.9% | $72,985-72.8% |
| Participation rate | 60.6% | 75.1%-14.5pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 19.94% | 111.85%-91.9pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $827 | $3,114-73.4% | $4,735-82.5% | $2,440-66.1% |
| Participant deferral / active EE | $3,520 | $5,418-35.0% | $6,709-47.5% | $3,607-2.4% |
| Admin fee / account holder | $682 | $5,958-88.6% | $10,261-93.4% | $5,124-86.7% |