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 | $88,219 | $91,538-3.6% | $129,995-32.1% | $75,163+17.4% |
| Participation rate | 67.9% | 71.4%-3.5pp | 78.5%-10.6pp | 67.2%+0.7pp |
| Annual return | 14.82% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,241 | $2,845-21.2% | $4,320-48.1% | $2,670-16.1% |
| Participant deferral / active EE | $3,742 | $4,341-13.8% | $5,820-35.7% | $4,125-9.3% |
| Admin fee / account holder | $4,665 | $6,790-31.3% | $10,614-56.1% | $5,651-17.4% |