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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,230 | $40,256+19.8% | $57,343-15.9% | $59,632-19.1% |
| Participation rate | 48.9% | 69.2%-20.3pp | 75.1%-26.2pp | 68.7%-19.8pp |
| Annual return | 2.36% | 27.49%-25.1pp | 24.39%-22.0pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,432 | $2,399-40.3% | $3,162-54.7% | $3,192-55.1% |
| Admin fee / account holder | $2,621 | $2,818-7.0% | $3,356-21.9% | $4,297-39.0% |