Filed October 2, 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.
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 | $80,961 | $71,883+12.6% | $86,677-6.6% | $68,494+18.2% |
| Participation rate | 47.3% | 72.2%-25.0pp | 76.6%-29.3pp | 67.9%-20.6pp |
| Annual return | -16.42% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $339 | $2,173-84.4% | $2,836-88.0% | $2,596-86.9% |
| Participant deferral / active EE | $3,049 | $3,779-19.3% | $4,656-34.5% | $4,027-24.3% |
| Admin fee / account holder | $2,684 | $6,112-56.1% | $7,493-64.2% | $5,403-50.3% |