Filed September 20, 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.
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.
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 | $56,718 | $72,177-21.4% | $115,037-50.7% | $59,632-4.9% |
| Participation rate | 65.4% | 72.6%-7.2pp | 81.4%-16.0pp | 68.7%-3.3pp |
| Annual return | -2.04% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $5,133 | $2,841+80.7% | $4,608+11.4% | $2,203+133.0% |
| Participant deferral / active EE | $9,822 | $4,783+105.4% | $6,026+63.0% | $3,192+207.8% |
| Admin fee / account holder | $8,703 | $4,927+76.6% | $8,175+6.5% | $4,297+102.5% |