Filed March 17, 2016 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,717 | $76,367+123.5% | $93,606+82.4% | $72,985+133.9% |
| Participation rate | 62.5% | 71.7%-9.2pp | 75.8%-13.3pp | 69.5%-7.0pp |
| Annual return | 20.19% | 25.82%-5.6pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $494 | $2,275-78.3% | $2,718-81.8% | $2,440-79.8% |
| Participant deferral / active EE | $4,090 | $3,538+15.6% | $4,069+0.5% | $3,607+13.4% |
| Admin fee / account holder | $23,489 | $6,838+243.5% | $7,888+197.8% | $5,124+358.4% |