Filed June 8, 2017 (most recent of 2 filings on file)
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 | $158,455 | $107,334+47.6% | $92,893+70.6% | $152,861+3.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 14.79% | 145.58%-130.8pp | 109.41%-94.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,196 | $4,221-71.7% | $3,653-67.3% | $4,762-74.9% |
| Participant deferral / active EE | $3,790 | $4,845-21.8% | $4,236-10.5% | $5,850-35.2% |
| Admin fee / account holder | $25,609 | $7,079+261.7% | $5,794+342.0% | $11,596+120.8% |