Filed June 27, 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 3-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,602 | $93,571-81.2% | $135,903-87.0% | $75,163-76.6% |
| Participation rate | 56.7% | 75.2%-18.5pp | 81.9%-25.2pp | 67.2%-10.5pp |
| Annual return | 580.66% | 30.90%+549.8pp | 68.23%+512.4pp | 160.62%+420.0pp |
| Employer contribution / active EE | $2,520 | $3,537-28.7% | $4,856-48.1% | $2,670-5.6% |
| Participant deferral / active EE | $4,936 | $6,404-22.9% | $7,758-36.4% | $4,125+19.7% |
| Admin fee / account holder | $37,549 | $6,975+438.3% | $10,762+248.9% | $5,651+564.5% |