Filed March 17, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,782 | $54,229+159.6% | $70,092+100.9% | $68,494+105.5% |
| Participation rate | 56.8% | 64.5%-7.7pp | 70.5%-13.7pp | 67.9%-11.1pp |
| Annual return | -17.65% | -13.87%-3.8pp | 190.73%-208.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,020 | $2,018+0.1% | $2,559-21.1% | $2,596-22.2% |
| Participant deferral / active EE | $4,049 | $2,956+37.0% | $3,849+5.2% | $4,027+0.5% |
| Admin fee / account holder | $2,186 | $4,694-53.4% | $6,267-65.1% | $5,403-59.5% |