Filed March 15, 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 | $120,176 | $165,584-27.4% | $142,942-15.9% | $137,256-12.4% |
| Participation rate | 66.7% | 80.1%-13.4pp | 76.8%-10.2pp | 80.0%-13.3pp |
| Annual return | 14.15% | 164.22%-150.1pp | 113.70%-99.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,822 | $4,725-61.4% | $4,139-56.0% | $4,156-56.2% |
| Participant deferral / active EE | $4,076 | $8,194-50.3% | $7,128-42.8% | $6,407-36.4% |
| Admin fee / account holder | $52,231 | $16,167+223.1% | $12,475+318.7% | $12,270+325.7% |