Filed October 10, 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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,702 | $86,225-77.2% | $146,665-86.6% | $86,799-77.3% |
| Participation rate | 52.2% | 78.0%-25.8pp | 80.1%-27.9pp | 72.3%-20.1pp |
| Annual return | 10.90% | 31.23%-20.3pp | 22.74%-11.8pp | 97.91%-87.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,136-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |