Filed November 4, 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 9-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,652 | $81,632+171.5% | $70,449+214.6% | $158,922+39.5% |
| Participation rate | 52.2% | 77.7%-25.5pp | 75.1%-22.9pp | 82.0%-29.8pp |
| Annual return | 5.19% | 208.40%-203.2pp | 109.03%-103.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $4,314 | $3,217+34.1% | $2,737+57.6% | $4,761-9.4% |
| Participant deferral / active EE | $7,502 | $4,554+64.7% | $3,709+102.3% | $5,982+25.4% |
| Admin fee / account holder | $56,704 | $6,193+815.7% | $3,845+1374.7% | $11,246+404.2% |