Filed October 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,473 | $84,695+201.6% | $73,843+246.0% | $125,391+103.7% |
| Participation rate | 58.8% | 76.8%-17.9pp | 73.4%-14.6pp | 83.2%-24.4pp |
| Annual return | -0.92% | 3123.53%-3124.5pp | 2267.84%-2268.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,737 | $3,992+143.9% | $3,583+171.7% | $5,352+82.0% |
| Admin fee / account holder | $25,541 | $5,691+348.8% | $4,880+423.3% | $9,540+167.7% |