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 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 | $121,404 | $99,079+22.5% | $77,999+55.6% | $273,961-55.7% |
| Participation rate | 17.4% | 78.6%-61.2pp | 75.5%-58.1pp | 83.0%-65.6pp |
| Annual return | 5.70% | 217.93%-212.2pp | 425.96%-420.3pp | 41.45%-35.8pp |
| Employer contribution / active EE | $465 | $3,308-85.9% | $2,470-81.2% | $4,869-90.4% |
| Participant deferral / active EE | $1,260 | $4,306-70.7% | $3,497-64.0% | $5,287-76.2% |
| Admin fee / account holder | $889 | $8,954-90.1% | $5,480-83.8% | $10,132-91.2% |