Filed February 12, 2015
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 | $37,201 | $45,073-17.5% | $69,455-46.4% | $72,985-49.0% |
| Participation rate | 57.1% | 68.5%-11.4pp | 74.6%-17.5pp | 69.5%-12.3pp |
| Annual return | 15.24% | 22.65%-7.4pp | 28.97%-13.7pp | 81.00%-65.8pp |
| Employer contribution / active EE | $1,213 | $2,054-41.0% | $2,779-56.4% | $2,440-50.3% |
| Participant deferral / active EE | $2,882 | $2,602+10.8% | $3,535-18.5% | $3,607-20.1% |
| Admin fee / account holder | $20,315 | $3,056+564.8% | $3,839+429.1% | $5,124+296.4% |