Filed June 14, 2016 (most recent of 2 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 | $66,781 | $102,966-35.1% | $90,281-26.0% | $152,861-56.3% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.4%-18.2pp |
| Annual return | 23.94% | 95.16%-71.2pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,835 | $3,139-9.7% | $2,854-0.7% | $4,762-40.5% |
| Participant deferral / active EE | $4,674 | $4,281+9.2% | $3,885+20.3% | $5,850-20.1% |
| Admin fee / account holder | $3,055 | $6,171-50.5% | $5,351-42.9% | $11,596-73.7% |