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 | $99,548 | $95,803+3.9% | $113,168-12.0% | $84,808+17.4% |
| Participation rate | 67.7% | 72.9%-5.2pp | 76.6%-8.9pp | 68.3%-0.6pp |
| Annual return | 16.15% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,198 | $2,360+77.9% | $2,975+41.1% | $2,631+59.6% |
| Participant deferral / active EE | $6,324 | $4,242+49.1% | $5,107+23.8% | $4,212+50.2% |
| Admin fee / account holder | $35,354 | $8,989+293.3% | $12,068+193.0% | $7,344+381.4% |