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 | $141,353 | $45,073+213.6% | $69,455+103.5% | $72,985+93.7% |
| Participation rate | 69.6% | 68.5%+1.1pp | 74.6%-5.0pp | 69.5%+0.2pp |
| Annual return | 25.37% | 22.65%+2.7pp | 28.97%-3.6pp | 81.00%-55.6pp |
| Employer contribution / active EE | $4,955 | $2,054+141.3% | $2,779+78.3% | $2,440+103.1% |
| Participant deferral / active EE | $2,509 | $2,602-3.6% | $3,535-29.0% | $3,607-30.4% |
| Admin fee / account holder | $2,957 | $3,056-3.2% | $3,839-23.0% | $5,124-42.3% |