Filed January 5, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,418 | $150,818-51.3% | $75,972-3.4% | - |
| Participation rate | 65.7% | 67.3%-1.7pp | 69.1%-3.4pp | - |
| Annual return | 11.92% | 14.05%-2.1pp | 359.55%-347.6pp | - |
| Employer contribution / active EE | $799 | $2,537-68.5% | $2,685-70.3% | - |
| Participant deferral / active EE | $5,355 | $4,233+26.5% | $4,255+25.8% | - |
| Admin fee / account holder | $10,030 | $25,214-60.2% | $6,467+55.1% | - |