Filed August 7, 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 | $57,616 | $54,762+5.2% | $90,281-36.2% | $72,985-21.1% |
| Participation rate | 53.6% | 65.1%-11.6pp | 73.3%-19.7pp | 69.5%-15.9pp |
| Annual return | 20.08% | 30.63%-10.6pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $446 | $2,092-78.7% | $2,854-84.4% | $2,440-81.7% |
| Participant deferral / active EE | $4,876 | $2,887+68.9% | $3,885+25.5% | $3,607+35.2% |
| Admin fee / account holder | $8,779 | $3,972+121.0% | $5,351+64.1% | $5,124+71.3% |