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 | $50,678 | $53,777-5.8% | $134,143-62.2% | $79,858-36.5% |
| Participation rate | 65.6% | 58.8%+6.8pp | 72.2%-6.6pp | 69.6%-4.0pp |
| Annual return | 14.23% | 19.01%-4.8pp | 36.33%-22.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $552 | $1,321-58.2% | $3,704-85.1% | $2,471-77.7% |
| Participant deferral / active EE | $2,742 | $2,420+13.3% | $3,499-21.6% | $3,740-26.7% |
| Admin fee / account holder | $1,472 | $3,984-63.1% | $6,684-78.0% | $5,306-72.3% |