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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,487 | $176,056-47.5% | $159,436-42.0% | $167,490-44.8% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 8.05% | 331.75%-323.7pp | 263.57%-255.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $2,490 | $5,297-53.0% | $4,829-48.4% | $4,837-48.5% |
| Participant deferral / active EE | $5,456 | $7,750-29.6% | $7,352-25.8% | $6,341-14.0% |
| Admin fee / account holder | $5,617 | $12,554-55.3% | $10,799-48.0% | $12,309-54.4% |