Filed April 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,497 | $209,832-71.2% | $189,513-68.1% | $167,490-63.9% |
| Participation rate | 54.5% | 88.7%-34.1pp | 87.8%-33.3pp | 82.1%-27.6pp |
| Annual return | 9.35% | 748.27%-738.9pp | 555.15%-545.8pp | 478.56%-469.2pp |
| Employer contribution / active EE | $11 | $6,914-99.8% | $6,162-99.8% | $4,837-99.8% |
| Participant deferral / active EE | $5,979 | $8,935-33.1% | $8,221-27.3% | $6,341-5.7% |
| Admin fee / account holder | $675 | $14,293-95.3% | $12,045-94.4% | $12,309-94.5% |