Filed April 5, 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 | $113,149 | $65,246+73.4% | $98,716+14.6% | $67,986+66.4% |
| Participation rate | 59.0% | 51.4%+7.5pp | 69.3%-10.3pp | 57.2%+1.8pp |
| Annual return | 16.02% | 20.58%-4.6pp | 31.81%-15.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,846 | $1,042+77.1% | $2,279-19.0% | $2,019-8.6% |
| Participant deferral / active EE | $3,340 | $2,594+28.7% | $4,048-17.5% | $3,358-0.5% |
| Admin fee / account holder | $4,058 | $4,561-11.0% | $8,703-53.4% | $3,203+26.7% |