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 | $215,686 | $48,230+347.2% | $67,502+219.5% | $80,856+166.8% |
| Participation rate | 68.0% | 66.4%+1.6pp | 72.9%-4.9pp | 67.6%+0.4pp |
| Annual return | 16.55% | 18.28%-1.7pp | 3512.12%-3495.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $5,872 | $2,020+190.8% | $2,731+115.0% | $2,755+113.2% |
| Participant deferral / active EE | $3,377 | $2,924+15.5% | $4,000-15.6% | $4,296-21.4% |
| Admin fee / account holder | $22,794 | $3,681+519.2% | $3,998+470.2% | $6,918+229.5% |