Filed August 31, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,272 | $167,307-68.8% | $143,757-63.6% | $134,475-61.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.49% | 0.46%-17.0pp | -0.04%-16.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,443 | $5,619-74.3% | $4,951-70.8% | $4,740-69.5% |
| Participant deferral / active EE | $1,815 | $6,446-71.8% | $5,637-67.8% | $6,400-71.6% |
| Admin fee / account holder | $1,211 | $18,088-93.3% | $14,673-91.8% | $11,426-89.4% |