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 | $40,669 | $81,632-50.2% | $70,449-42.3% | $158,922-74.4% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 14.38% | 208.40%-194.0pp | 109.03%-94.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,001 | $3,217-37.8% | $2,737-26.9% | $4,761-58.0% |
| Participant deferral / active EE | $3,768 | $4,554-17.3% | $3,709+1.6% | $5,982-37.0% |
| Admin fee / account holder | $14,230 | $6,193+129.8% | $3,845+270.1% | $11,246+26.5% |