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 | $57,719 | $106,515-45.8% | $96,683-40.3% | $139,434-58.6% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 12.96% | 38.43%-25.5pp | 35.69%-22.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,430 | $4,103-40.8% | $3,737-35.0% | $4,751-48.9% |
| Participant deferral / active EE | $6,395 | $5,454+17.3% | $4,878+31.1% | $6,710-4.7% |
| Admin fee / account holder | $16,668 | $7,877+111.6% | $6,730+147.7% | $11,403+46.2% |