Filed June 29, 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 | $232,072 | $105,126+120.8% | $94,646+145.2% | $139,434+66.4% |
| Participation rate | 69.6% | 82.4%-12.8pp | 80.8%-11.3pp | 80.3%-10.8pp |
| Annual return | 17.76% | 38.03%-20.3pp | 156.71%-139.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,342 | $7,599-29.7% | $7,418-28.0% | $6,710-20.4% |
| Admin fee / account holder | $26,296 | $8,984+192.7% | $7,231+263.7% | $11,403+130.6% |