Filed January 13, 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 | $37,132 | $41,377-10.3% | $109,313-66.0% | $62,891-41.0% |
| Participation rate | 64.5% | 57.5%+6.9pp | 71.3%-6.8pp | 69.3%-4.8pp |
| Annual return | 6.12% | 11.05%-4.9pp | 22.07%-16.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $595 | $1,276-53.4% | $3,892-84.7% | $2,281-73.9% |
| Participant deferral / active EE | $2,047 | $2,045+0.1% | $3,166-35.4% | $3,203-36.1% |
| Admin fee / account holder | $342 | $2,884-88.1% | $5,666-94.0% | $4,296-92.0% |