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.)
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 | $14,506 | $67,411-78.5% | $91,001-84.1% | $70,131-79.3% |
| Participation rate | 65.6% | 71.4%-5.7pp | 75.6%-10.0pp | 69.5%-3.9pp |
| Annual return | 14.99% | -40.16%+55.2pp | 4.60%+10.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $643 | $1,786-64.0% | $2,456-73.8% | $2,342-72.5% |
| Participant deferral / active EE | $257 | $2,823-90.9% | $3,547-92.8% | $3,332-92.3% |
| Admin fee / account holder | $3,130 | $4,236-26.1% | $5,417-42.2% | $4,645-32.6% |