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 | $66,098+34.5% | $101,794-12.6% | $74,304+19.7% |
| Participation rate | 46.4% | 53.8%-7.3pp | 69.2%-22.8pp | 60.3%-13.9pp |
| Annual return | 17.04% | 19.59%-2.5pp | 30.53%-13.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $358 | $1,082-66.9% | $2,289-84.4% | $2,241-84.0% |
| Participant deferral / active EE | $2,956 | $2,781+6.3% | $4,084-27.6% | $3,767-21.5% |
| Admin fee / account holder | $2,075 | $4,146-49.9% | $8,777-76.4% | $2,969-30.1% |