Filed March 7, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,065 | $201,272-62.7% | $184,203-59.2% | $145,922-48.6% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.8pp |
| Annual return | 15.04% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,694 | $7,022-75.9% | $6,427-73.6% | $4,660-63.7% |
| Participant deferral / active EE | $2,491 | $9,806-74.6% | $9,131-72.7% | $6,688-62.8% |
| Admin fee / account holder | $7,254 | $16,364-55.7% | $13,901-47.8% | $13,397-45.9% |