Filed April 18, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,179 | $154,117-61.6% | $129,995-54.5% | $139,434-57.6% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 5.97% | 32.48%-26.5pp | -137.18%+143.1pp | 372.94%-367.0pp |
| Employer contribution / active EE | $2,355 | $5,289-55.5% | $4,320-45.5% | $4,751-50.4% |
| Participant deferral / active EE | $4,662 | $6,710-30.5% | $5,820-19.9% | $6,710-30.5% |
| Admin fee / account holder | $21,772 | $14,007+55.4% | $10,614+105.1% | $11,403+90.9% |