Filed August 31, 2016
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,774 | $53,127+21.9% | $86,590-25.2% | $70,131-7.6% |
| Participation rate | 69.5% | 65.3%+4.2pp | 73.5%-4.1pp | 69.5%0pp |
| Annual return | 11.31% | 27.66%-16.3pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,942 | $2,068+42.2% | $2,839+3.6% | $2,342+25.6% |
| Participant deferral / active EE | $3,453 | $2,696+28.1% | $3,609-4.3% | $3,332+3.6% |
| Admin fee / account holder | $8,437 | $3,585+135.3% | $4,906+72.0% | $4,645+81.6% |