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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,791 | $53,822-22.4% | $75,696-44.8% | $85,850-51.3% |
| Participation rate | 65.5% | 69.1%-3.5pp | 74.8%-9.3pp | 69.3%-3.8pp |
| Annual return | 11.53% | 24.54%-13.0pp | 104.53%-93.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,008 | $2,017-0.4% | $2,743-26.8% | $2,565-21.7% |
| Participant deferral / active EE | $2,781 | $2,895-3.9% | $3,821-27.2% | $3,952-29.6% |
| Admin fee / account holder | $834 | $3,343-75.1% | $3,619-77.0% | $6,260-86.7% |