Filed November 4, 2016 (most recent of 2 filings on file)
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.)
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 | $13,875 | $58,828-76.4% | $77,999-82.2% | $62,891-77.9% |
| Participation rate | 58.3% | 71.1%-12.7pp | 75.5%-17.2pp | 69.3%-11.0pp |
| Annual return | 2.25% | 17.16%-14.9pp | 425.96%-423.7pp | 20.14%-17.9pp |
| Employer contribution / active EE | $502 | $1,672-70.0% | $2,470-79.7% | $2,281-78.0% |
| Participant deferral / active EE | $168 | $2,686-93.7% | $3,497-95.2% | $3,203-94.7% |
| Admin fee / account holder | $1,318 | $4,393-70.0% | $5,480-75.9% | $4,296-69.3% |