Filed April 18, 2016 (most recent of 3 filings on file)
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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,976 | $91,538-73.8% | $129,995-81.6% | $75,163-68.1% |
| Participation rate | 37.8% | 71.4%-33.6pp | 78.5%-40.6pp | 67.2%-29.4pp |
| Annual return | 5.84% | -631.11%+637.0pp | -137.18%+143.0pp | 160.62%-154.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,349 | $4,341-68.9% | $5,820-76.8% | $4,125-67.3% |
| Admin fee / account holder | $32,161 | $6,790+373.6% | $10,614+203.0% | $5,651+469.1% |