Filed November 4, 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 | $35,424 | $91,190-61.2% | $178,490-80.2% | $79,858-55.6% |
| Participation rate | 28.9% | 69.2%-40.3pp | 81.9%-53.0pp | 69.6%-40.7pp |
| Annual return | 17.89% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $427 | $3,256-86.9% | $5,011-91.5% | $2,471-82.7% |
| Participant deferral / active EE | $1,067 | $3,236-67.0% | $5,202-79.5% | $3,740-71.5% |
| Admin fee / account holder | $952 | $6,751-85.9% | $13,984-93.2% | $5,306-82.1% |