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 | $109,680 | $43,327+153.1% | $59,878+83.2% | $64,186+70.9% |
| Participation rate | 63.2% | 69.2%-6.0pp | 74.7%-11.5pp | 69.6%-6.4pp |
| Annual return | -6.60% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,698 | $2,028+131.6% | $2,722+72.6% | $2,381+97.3% |
| Participant deferral / active EE | $2,291 | $2,546-10.0% | $3,402-32.7% | $3,470-34.0% |
| Admin fee / account holder | $3,387 | $3,005+12.7% | $3,590-5.6% | $4,888-30.7% |