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 | $59,516 | $42,546+39.9% | $71,796-17.1% | $55,167+7.9% |
| Participation rate | 52.4% | 59.1%-6.7pp | 69.1%-16.7pp | 69.0%-16.6pp |
| Annual return | 0.00% | 12.36%-12.4pp | 78.04%-78.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $362 | $803-54.9% | $1,924-81.2% | $1,963-81.6% |
| Participant deferral / active EE | $2,575 | $2,064+24.8% | $2,794-7.8% | $3,054-15.7% |
| Admin fee / account holder | $3,084 | $650+374.8% | $4,815-35.9% | $504+512.1% |