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.
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 | $56,659 | $86,929-34.8% | $102,423-44.7% | $80,856-29.9% |
| Participation rate | 69.0% | 72.4%-3.4pp | 76.5%-7.5pp | 67.6%+1.3pp |
| Annual return | 12.51% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,637 | $2,369-30.9% | $3,023-45.9% | $2,755-40.6% |
| Participant deferral / active EE | $2,832 | $4,118-31.2% | $5,053-44.0% | $4,296-34.1% |
| Admin fee / account holder | $10,095 | $8,049+25.4% | $9,451+6.8% | $6,918+45.9% |