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 | $49,716 | $85,766-42.0% | $136,294-63.5% | $70,131-29.1% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 15.14% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,341 | $2,966-21.1% | $4,695-50.1% | $2,3420% |
| Participant deferral / active EE | $5,215 | $5,051+3.2% | $6,247-16.5% | $3,332+56.5% |
| Admin fee / account holder | $3,403 | $5,420-37.2% | $9,243-63.2% | $4,645-26.7% |