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 | $67,516 | $60,124+12.3% | $90,404-25.3% | $79,858-15.5% |
| Participation rate | 57.0% | 65.0%-8.0pp | 72.7%-15.7pp | 69.6%-12.6pp |
| Annual return | 7.65% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,415 | $2,068+16.8% | $3,262-26.0% | $2,471-2.3% |
| Participant deferral / active EE | $2,556 | $2,938-13.0% | $3,963-35.5% | $3,740-31.7% |
| Admin fee / account holder | $3,395 | $3,976-14.6% | $5,611-39.5% | $5,306-36.0% |