Filed March 17, 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 | $54,610 | $157,256-65.3% | $141,162-61.3% | $152,861-64.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 18.82% | 64.32%-45.5pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,276 | $5,261-56.7% | $4,735-51.9% | $4,762-52.2% |
| Participant deferral / active EE | $4,918 | $7,109-30.8% | $6,709-26.7% | $5,850-15.9% |
| Admin fee / account holder | $669 | $12,120-94.5% | $10,261-93.5% | $11,596-94.2% |