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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $11,368 | $48,076-76.4% | $78,689-85.6% | $62,891-81.9% |
| Participation rate | 52.6% | 65.2%-12.6pp | 73.6%-20.9pp | 69.3%-16.7pp |
| Annual return | 10.10% | 31.35%-21.3pp | 62.18%-52.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,110 | $2,015-44.9% | $2,851-61.1% | $2,281-51.4% |
| Participant deferral / active EE | $925 | $2,588-64.2% | $3,517-73.7% | $3,203-71.1% |
| Admin fee / account holder | $1,569 | $3,207-51.1% | $4,510-65.2% | $4,296-63.5% |