Filed February 2, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,773 | $87,841-0.1% | $133,980-34.5% | $62,891+39.6% |
| Participation rate | 54.3% | 83.4%-29.1pp | 87.1%-32.8pp | 69.3%-15.0pp |
| Annual return | 4.70% | 12.05%-7.4pp | 29.30%-24.6pp | 20.14%-15.4pp |
| Employer contribution / active EE | $980 | $3,483-71.9% | $5,211-81.2% | $2,281-57.0% |
| Participant deferral / active EE | $3,066 | $4,812-36.3% | $6,282-51.2% | $3,203-4.3% |
| Admin fee / account holder | $2,609 | $5,371-51.4% | $9,324-72.0% | $4,296-39.3% |