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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $395,049 | $109,817+259.7% | $98,442+301.3% | $167,490+135.9% |
| Participation rate | 63.2% | 75.8%-12.7pp | 73.3%-10.2pp | 82.1%-18.9pp |
| Annual return | 13.00% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | -$25 | $3,224-100.8% | $2,960-100.8% | $4,837-100.5% |
| Participant deferral / active EE | $9,258 | $4,673+98.1% | $4,276+116.5% | $6,341+46.0% |
| Admin fee / account holder | $4,435 | $6,753-34.3% | $5,949-25.5% | $12,309-64.0% |