Filed February 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,556 | $160,055-44.7% | $140,016-36.8% | $135,375-34.6% |
| Participation rate | 46.2% | 88.5%-42.4pp | 87.5%-41.3pp | 82.6%-36.5pp |
| Annual return | -4.85% | 911.38%-916.2pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,319 | $7,642-69.6% | $6,927-66.5% | $5,609-58.6% |
| Admin fee / account holder | $686 | $13,328-94.9% | $10,705-93.6% | $10,827-93.7% |