Filed February 21, 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 | $60,083 | $90,600-33.7% | $79,464-24.4% | $135,375-55.6% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | 3.22% | 977.43%-974.2pp | 718.14%-714.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $2,223 | $3,068-27.6% | $2,800-20.6% | $4,779-53.5% |
| Participant deferral / active EE | $4,859 | $4,050+20.0% | $3,704+31.2% | $5,609-13.4% |
| Admin fee / account holder | $685 | $5,907-88.4% | $5,113-86.6% | $10,827-93.7% |