Filed April 18, 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 | $81,949 | $39,122+109.5% | $57,179+43.3% | $62,891+30.3% |
| Participation rate | 63.8% | 70.5%-6.7pp | 75.3%-11.6pp | 69.3%-5.5pp |
| Annual return | 39.65% | 9.23%+30.4pp | 14.59%+25.1pp | 20.14%+19.5pp |
| Employer contribution / active EE | $3,512 | $1,874+87.4% | $2,682+30.9% | $2,281+54.0% |
| Participant deferral / active EE | $2,028 | $2,374-14.6% | $3,096-34.5% | $3,203-36.7% |
| Admin fee / account holder | $5,926 | $2,592+128.6% | $3,139+88.8% | $4,296+38.0% |