Filed August 31, 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.
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 | $109,740 | $69,977+56.8% | $108,579+1.1% | $62,891+74.5% |
| Participation rate | 69.8% | 72.9%-3.1pp | 79.6%-9.8pp | 69.3%+0.5pp |
| Annual return | 9.03% | 10.73%-1.7pp | -51.70%+60.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,044 | $2,135-4.3% | $3,758-45.6% | $2,281-10.4% |
| Participant deferral / active EE | $3,449 | $3,165+9.0% | $4,311-20.0% | $3,203+7.7% |
| Admin fee / account holder | $2,561 | $5,076-49.6% | $7,645-66.5% | $4,296-40.4% |