Filed January 19, 2016 (most recent of 3 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.
Employer 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 | $101,421 | $217,402-53.3% | $185,823-45.4% | $167,490-39.4% |
| Participation rate | 58.8% | 86.0%-27.2pp | 81.7%-22.9pp | 82.1%-23.3pp |
| Annual return | 9.56% | 148.36%-138.8pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $80 | $5,873-98.6% | $5,167-98.5% | $4,837-98.4% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $4,042 | $19,811-79.6% | $16,237-75.1% | $12,309-67.2% |