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 | $68,388 | $54,762+24.9% | $90,281-24.3% | $72,985-6.3% |
| Participation rate | 58.8% | 65.1%-6.4pp | 73.3%-14.5pp | 69.5%-10.7pp |
| Annual return | 6.08% | 30.63%-24.5pp | 78.10%-72.0pp | 81.00%-74.9pp |
| Employer contribution / active EE | $2,603 | $2,092+24.4% | $2,854-8.8% | $2,440+6.7% |
| Participant deferral / active EE | $3,433 | $2,887+18.9% | $3,885-11.6% | $3,607-4.8% |
| Admin fee / account holder | $6,590 | $3,972+65.9% | $5,351+23.1% | $5,124+28.6% |