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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,660 | $60,124-4.1% | $90,404-36.2% | $79,858-27.8% |
| Participation rate | 31.1% | 65.0%-33.9pp | 72.7%-41.6pp | 69.6%-38.5pp |
| Annual return | 8.78% | 71.94%-63.2pp | 1293.02%-1284.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,509 | $2,938-14.6% | $3,963-36.7% | $3,740-32.9% |
| Admin fee / account holder | $16,695 | $3,976+319.9% | $5,611+197.6% | $5,306+214.6% |