Filed October 7, 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.
Employer 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 | $35,838 | $62,127-42.3% | $81,382-56.0% | $74,495-51.9% |
| Participation rate | 30.5% | 64.0%-33.6pp | 69.5%-39.0pp | 67.2%-36.7pp |
| Annual return | 27.46% | 16.48%+11.0pp | 24.73%+2.7pp | 1364.94%-1337.5pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,566 | $3,229-51.5% | $3,883-59.7% | $4,346-64.0% |
| Admin fee / account holder | $1,878 | $1,934-2.9% | $5,768-67.4% | $1,942-3.3% |