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 | $32,119 | $74,888-57.1% | $71,209-54.9% | $142,382-77.4% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.1%-27.5pp |
| Annual return | 11.27% | 345.14%-333.9pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $743 | $2,854-74.0% | $2,721-72.7% | $4,299-82.7% |
| Participant deferral / active EE | $871 | $4,454-80.5% | $4,175-79.1% | $6,507-86.6% |
| Admin fee / account holder | $4,336 | $5,568-22.1% | $5,349-18.9% | $12,624-65.7% |