Filed September 30, 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 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,100 | $48,335-37.7% | $121,098-75.1% | $71,457-57.9% |
| Participation rate | 19.4% | 54.3%-34.8pp | 69.5%-50.1pp | 67.9%-48.5pp |
| Annual return | 17.98% | 23.32%-5.3pp | 985.75%-967.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $2,754-100.0% | $4,080-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,644-100.0% | $1,587-100.0% |