Filed February 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 | $20,122 | $46,360-56.6% | $147,614-86.4% | $52,331-61.5% |
| Participation rate | 63.9% | 64.9%-1.0pp | 84.6%-20.7pp | 68.1%-4.2pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,747 | $2,126-17.8% | $5,564-68.6% | $1,882-7.2% |
| Participant deferral / active EE | $3,550 | $2,258+57.2% | $4,895-27.5% | $3,022+17.5% |
| Admin fee / account holder | $1,761 | $766+129.9% | $11,611-84.8% | $592+197.6% |