Filed March 17, 2016 (most recent of 2 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $141,869 | $108,825+30.4% | $156,181-9.2% | $82,448+72.1% |
| Participation rate | 62.9% | 72.4%-9.5pp | 78.8%-15.9pp | 68.1%-5.2pp |
| Annual return | 14.69% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $280 | $2,870-90.3% | $4,294-93.5% | $2,551-89.0% |
| Participant deferral / active EE | $5,068 | $4,577+10.7% | $6,132-17.4% | $4,139+22.4% |
| Admin fee / account holder | $24,120 | $9,341+158.2% | $14,586+65.4% | $7,234+233.4% |