Filed May 9, 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 | $65,541 | $72,492-9.6% | $87,100-24.8% | $72,985-10.2% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.9%-9.6pp | 69.5%-2.2pp |
| Annual return | 27.22% | 24.46%+2.8pp | 28.19%-1.0pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,957 | $1,894+3.3% | $2,521-22.4% | $2,440-19.8% |
| Participant deferral / active EE | $4,578 | $3,270+40.0% | $4,049+13.1% | $3,607+26.9% |
| Admin fee / account holder | $1,197 | $5,055-76.3% | $7,497-84.0% | $5,124-76.6% |