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 | $237,490 | $72,277+228.6% | $101,248+134.6% | $79,858+197.4% |
| Participation rate | 41.7% | 68.5%-26.8pp | 75.8%-34.1pp | 69.6%-28.0pp |
| Annual return | 13.68% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,440 | $2,692-46.5% | $3,660-60.6% | $2,471-41.7% |
| Participant deferral / active EE | $2,929 | $3,282-10.8% | $4,370-33.0% | $3,740-21.7% |
| Admin fee / account holder | $19,064 | $4,400+333.2% | $5,945+220.6% | $5,306+259.3% |