Filed May 8, 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 | $88,926 | $65,246+36.3% | $98,716-9.9% | $67,986+30.8% |
| Participation rate | 46.4% | 51.4%-5.0pp | 69.3%-22.9pp | 57.2%-10.8pp |
| Annual return | 17.04% | 20.58%-3.5pp | 31.81%-14.8pp | 31.67%-14.6pp |
| Employer contribution / active EE | $358 | $1,042-65.7% | $2,279-84.3% | $2,019-82.3% |
| Participant deferral / active EE | $2,956 | $2,594+13.9% | $4,048-27.0% | $3,358-12.0% |
| Admin fee / account holder | $2,075 | $4,561-54.5% | $8,703-76.2% | $3,203-35.2% |