Filed January 13, 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 | $26,953 | $167,484-83.9% | $151,611-82.2% | $134,475-80.0% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -15.99% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $936 | $6,829-86.3% | $6,166-84.8% | $4,740-80.3% |
| Participant deferral / active EE | $3,287 | $8,986-63.4% | $8,363-60.7% | $6,400-48.6% |
| Admin fee / account holder | $1,813 | $13,783-86.8% | $11,616-84.4% | $11,426-84.1% |