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 | $66,098+71.2% | $101,794+11.2% | $74,304+52.3% |
| Participation rate | 59.0% | 53.8%+5.2pp | 69.2%-10.2pp | 60.3%-1.4pp |
| Annual return | 16.02% | 19.59%-3.6pp | 30.53%-14.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,846 | $1,082+70.6% | $2,289-19.4% | $2,241-17.7% |
| Participant deferral / active EE | $3,340 | $2,781+20.1% | $4,084-18.2% | $3,767-11.3% |
| Admin fee / account holder | $4,058 | $4,146-2.1% | $8,777-53.8% | $2,969+36.7% |