Filed July 25, 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 | $135,665 | $57,354+136.5% | $83,848+61.8% | $64,186+111.4% |
| Participation rate | 42.3% | 68.6%-26.3pp | 76.1%-33.8pp | 69.6%-27.3pp |
| Annual return | -3.21% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,223 | $2,545-12.7% | $3,631-38.8% | $2,381-6.6% |
| Participant deferral / active EE | $4,668 | $2,993+55.9% | $4,082+14.4% | $3,470+34.5% |
| Admin fee / account holder | $11,652 | $4,046+188.0% | $5,478+112.7% | $4,888+138.4% |