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 | $112,202 | $183,963-39.0% | $162,163-30.8% | $152,861-26.6% |
| Participation rate | 46.2% | 88.5%-42.4pp | 87.6%-41.4pp | 82.4%-36.3pp |
| Annual return | 22.64% | 150.76%-128.1pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,308 | $8,034-71.3% | $7,298-68.4% | $5,850-60.6% |
| Admin fee / account holder | $686 | $13,121-94.8% | $10,843-93.7% | $11,596-94.1% |