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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,549 | $42,894+253.3% | $60,874+149.0% | $68,494+121.3% |
| Participation rate | 69.2% | 66.8%+2.4pp | 73.1%-3.9pp | 67.9%+1.3pp |
| Annual return | -20.72% | -13.98%-6.7pp | 16.90%-37.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $6,094 | $1,978+208.1% | $2,701+125.6% | $2,596+134.7% |
| Participant deferral / active EE | $3,782 | $2,867+31.9% | $3,817-0.9% | $4,027-6.1% |
| Admin fee / account holder | $26,943 | $3,101+768.9% | $3,224+735.6% | $5,403+398.7% |