Filed June 14, 2016 (most recent of 3 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 | $107,327 | $52,467+104.6% | $57,179+87.7% | $55,167+94.5% |
| Participation rate | 57.9% | 75.8%-18.0pp | 75.3%-17.4pp | 69.0%-11.1pp |
| Annual return | 19.87% | 7.72%+12.2pp | 14.59%+5.3pp | 169.23%-149.4pp |
| Employer contribution / active EE | $3,461 | $2,477+39.7% | $2,682+29.0% | $1,963+76.3% |
| Participant deferral / active EE | $3,976 | $2,830+40.5% | $3,096+28.4% | $3,054+30.2% |
| Admin fee / account holder | $3,139 | $269+1066.6% | $3,1390% | $504+522.9% |