Filed May 9, 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 | $54,926 | $58,828-6.6% | $77,999-29.6% | $62,891-12.7% |
| Participation rate | 48.1% | 71.1%-22.9pp | 75.5%-27.4pp | 69.3%-21.2pp |
| Annual return | 20.10% | 17.16%+2.9pp | 425.96%-405.9pp | 20.14%0pp |
| Employer contribution / active EE | $3,792 | $1,672+126.9% | $2,470+53.5% | $2,281+66.3% |
| Participant deferral / active EE | $5,228 | $2,686+94.7% | $3,497+49.5% | $3,203+63.2% |
| Admin fee / account holder | $7,918 | $4,393+80.2% | $5,480+44.5% | $4,296+84.3% |