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 | $145,680 | $124,319+17.2% | $111,297+30.9% | $167,490-13.0% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 20.64% | 37.44%-16.8pp | 54.65%-34.0pp | 478.56%-457.9pp |
| Employer contribution / active EE | $3,895 | $3,435+13.4% | $2,731+42.6% | $4,837-19.5% |
| Participant deferral / active EE | $11,346 | $5,180+119.0% | $4,487+152.9% | $6,341+78.9% |
| Admin fee / account holder | $39,981 | $10,618+276.5% | $7,964+402.0% | $12,309+224.8% |