Filed March 17, 2016 (most recent of 3 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 | $44,172 | $87,841-49.7% | $133,980-67.0% | $62,891-29.8% |
| Participation rate | 65.9% | 83.4%-17.5pp | 87.1%-21.2pp | 69.3%-3.5pp |
| Annual return | 6.80% | 12.05%-5.2pp | 29.30%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,493 | $3,483-57.1% | $5,211-71.3% | $2,281-34.5% |
| Participant deferral / active EE | $2,974 | $4,812-38.2% | $6,282-52.7% | $3,203-7.2% |
| Admin fee / account holder | $4,219 | $5,371-21.5% | $9,324-54.8% | $4,296-1.8% |