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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,589 | $54,350+55.6% | $82,719+2.3% | $68,494+23.5% |
| Participation rate | 62.7% | 63.9%-1.2pp | 72.6%-9.8pp | 67.9%-5.2pp |
| Annual return | -13.78% | -13.67%-0.1pp | 701.18%-715.0pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,722 | $2,218-22.4% | $3,009-42.8% | $2,596-33.7% |
| Participant deferral / active EE | $3,309 | $3,246+1.9% | $4,395-24.7% | $4,027-17.8% |
| Admin fee / account holder | $2,195 | $4,395-50.1% | $5,329-58.8% | $5,403-59.4% |