Filed October 2, 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 | $32,726 | $81,248-59.7% | $155,509-79.0% | $80,856-59.5% |
| Participation rate | 43.2% | 66.2%-23.0pp | 78.2%-35.0pp | 67.6%-24.5pp |
| Annual return | 15.18% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,295 | $3,100-26.0% | $4,672-50.9% | $2,755-16.7% |
| Participant deferral / active EE | $1,364 | $3,452-60.5% | $5,626-75.8% | $4,296-68.3% |
| Admin fee / account holder | $2,061 | $7,997-74.2% | $15,912-87.0% | $6,918-70.2% |