Filed February 27, 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 | $32,072 | $81,900-60.8% | $119,609-73.2% | $68,494-53.2% |
| Participation rate | 53.5% | 71.9%-18.4pp | 79.3%-25.8pp | 67.9%-14.4pp |
| Annual return | -15.21% | -23.82%+8.6pp | -14.97%-0.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,831 | $2,693-32.0% | $4,232-56.7% | $2,596-29.5% |
| Participant deferral / active EE | $4,051 | $4,148-2.3% | $5,602-27.7% | $4,027+0.6% |
| Admin fee / account holder | $6,844 | $6,582+4.0% | $10,323-33.7% | $5,403+26.7% |