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 | $207,083 | $49,227+320.7% | $70,449+193.9% | $79,858+159.3% |
| Participation rate | 62.5% | 69.2%-6.7pp | 75.1%-12.6pp | 69.6%-7.1pp |
| Annual return | 26.46% | 30.06%-3.6pp | 109.03%-82.6pp | 31.71%-5.3pp |
| Employer contribution / active EE | $4,967 | $2,099+136.6% | $2,737+81.5% | $2,471+101.0% |
| Participant deferral / active EE | $2,851 | $2,768+3.0% | $3,709-23.1% | $3,740-23.8% |
| Admin fee / account holder | $1,470 | $2,878-48.9% | $3,845-61.8% | $5,306-72.3% |