Filed December 30, 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 4-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 | $50,872 | $89,753-43.3% | $107,525-52.7% | $84,808-40.0% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 28.01% | 29.48%-1.5pp | 181.32%-153.3pp | 40.90%-12.9pp |
| Employer contribution / active EE | $1,331 | $3,113-57.2% | $3,754-64.5% | $2,631-49.4% |
| Participant deferral / active EE | $2,324 | $4,056-42.7% | $5,116-54.6% | $4,212-44.8% |
| Admin fee / account holder | $2,440 | $7,222-66.2% | $8,919-72.6% | $7,344-66.8% |