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 | $94,802 | $98,750-4.0% | $149,696-36.7% | $79,858+18.7% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.2pp |
| Annual return | 19.03% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,389 | $3,216-25.7% | $4,644-48.6% | $2,471-3.3% |
| Participant deferral / active EE | $6,489 | $5,680+14.2% | $6,842-5.1% | $3,740+73.5% |
| Admin fee / account holder | $1,174 | $6,053-80.6% | $9,309-87.4% | $5,306-77.9% |