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 9-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 | $46,644 | $35,183+32.6% | $73,545-36.6% | $70,131-33.5% |
| Participation rate | 21.4% | 42.9%-21.5pp | 54.9%-33.5pp | 69.5%-48.1pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $517 | $709-27.1% | $1,219-57.6% | $2,342-77.9% |
| Participant deferral / active EE | $1,526 | $1,220+25.1% | $1,806-15.5% | $3,332-54.2% |
| Admin fee / account holder | $618 | $2,302-73.2% | $2,320-73.4% | $4,645-86.7% |