Filed August 21, 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 | $52,884 | $54,320-2.6% | $67,652-21.8% | $52,331+1.1% |
| Participation rate | 66.9% | 73.6%-6.7pp | 75.7%-8.7pp | 68.1%-1.2pp |
| Annual return | 1.16% | 6.81%-5.6pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,807 | $1,544+81.8% | $2,266+23.9% | $1,882+49.2% |
| Participant deferral / active EE | $6,304 | $2,950+113.7% | $3,560+77.1% | $3,022+108.6% |
| Admin fee / account holder | $13,557 | $527+2474.5% | $4,821+181.2% | $592+2191.6% |