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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,140 | $159,901-83.7% | $146,958-82.2% | $145,922-82.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 22.15% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.1pp |
| Employer contribution / active EE | $3,513 | $5,286-33.5% | $4,933-28.8% | $4,660-24.6% |
| Participant deferral / active EE | $5,383 | $8,428-36.1% | $8,070-33.3% | $6,688-19.5% |
| Admin fee / account holder | $4,386 | $15,044-70.8% | $12,998-66.3% | $13,397-67.3% |