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 | $67,769 | $77,813-12.9% | $123,544-45.1% | $64,186+5.6% |
| Participation rate | 43.8% | 74.7%-31.0pp | 82.3%-38.5pp | 69.6%-25.8pp |
| Annual return | -5.36% | 12.48%-17.8pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,991 | $3,014-33.9% | $4,628-57.0% | $2,381-16.4% |
| Participant deferral / active EE | $5,384 | $5,240+2.7% | $6,426-16.2% | $3,470+55.2% |
| Admin fee / account holder | $13,521 | $5,519+145.0% | $9,284+45.6% | $4,888+176.6% |