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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,669 | $73,515-84.1% | $62,995-81.5% | $147,584-92.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 15.22% | 175.43%-160.2pp | 87.57%-72.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $584 | $3,320-82.4% | $2,759-78.8% | $4,876-88.0% |
| Participant deferral / active EE | $596 | $4,185-85.8% | $3,329-82.1% | $5,439-89.0% |
| Admin fee / account holder | $576 | $5,953-90.3% | $3,600-84.0% | $10,885-94.7% |