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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,156 | $51,466-20.0% | $78,778-47.8% | $62,292-33.9% |
| Participation rate | 31.2% | 59.8%-28.6pp | 69.2%-38.0pp | 69.5%-38.3pp |
| Annual return | 13.21% | 19.96%-6.7pp | 35.62%-22.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $814 | $827-1.6% | $1,986-59.0% | $2,042-60.1% |
| Participant deferral / active EE | $1,594 | $2,147-25.7% | $2,958-46.1% | $3,169-49.7% |
| Admin fee / account holder | $364 | $489-25.6% | $5,134-92.9% | $479-24.0% |