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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,227 | $185,822-63.3% | $169,993-59.9% | $139,434-51.1% |
| Participation rate | 46.2% | 87.8%-41.6pp | 87.0%-40.8pp | 80.3%-34.2pp |
| Annual return | 10.52% | 60.50%-50.0pp | 53.37%-42.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,387 | $11,622-62.3% | $10,408-57.8% | $6,710-34.6% |
| Admin fee / account holder | $3,011 | $15,381-80.4% | $12,815-76.5% | $11,403-73.6% |