Filed March 17, 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.)
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 | $10,870 | $45,152-75.9% | $73,843-85.3% | $59,632-81.8% |
| Participation rate | 64.3% | 64.0%+0.3pp | 73.4%-9.2pp | 68.7%-4.4pp |
| Annual return | -2.85% | 27.40%-30.2pp | 2267.84%-2270.7pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $3,260 | $1,902+71.4% | $2,787+17.0% | $2,203+48.0% |
| Participant deferral / active EE | $4,565 | $2,574+77.4% | $3,583+27.4% | $3,192+43.0% |
| Admin fee / account holder | $414 | $3,516-88.2% | $4,880-91.5% | $4,297-90.4% |