Filed January 5, 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 | $71,989 | $85,766-16.1% | $136,294-47.2% | $70,131+2.6% |
| Participation rate | 53.6% | 74.2%-20.6pp | 81.9%-28.3pp | 69.5%-16.0pp |
| Annual return | 51.83% | 31.45%+20.4pp | 5155.94%-5104.1pp | 73.14%-21.3pp |
| Employer contribution / active EE | $2,290 | $2,966-22.8% | $4,695-51.2% | $2,342-2.3% |
| Participant deferral / active EE | $6,109 | $5,051+20.9% | $6,247-2.2% | $3,332+83.3% |
| Admin fee / account holder | $2,433 | $5,420-55.1% | $9,243-73.7% | $4,645-47.6% |