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 | $76,060 | $124,281-38.8% | $109,143-30.3% | $167,490-54.6% |
| Participation rate | 63.2% | 79.4%-16.3pp | 75.9%-12.7pp | 82.1%-18.9pp |
| Annual return | 15.27% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,674 | $4,207-60.2% | $3,722-55.0% | $4,837-65.4% |
| Participant deferral / active EE | $4,161 | $5,255-20.8% | $4,653-10.6% | $6,341-34.4% |
| Admin fee / account holder | $89,393 | $7,970+1021.6% | $6,752+1223.9% | $12,309+626.2% |