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 | $172,478-30.3% | $145,661-17.5% | $142,382-15.6% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 14.15% | 151.09%-136.9pp | 101.46%-87.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,822 | $4,899-62.8% | $4,238-57.0% | $4,299-57.6% |
| Participant deferral / active EE | $4,076 | $8,348-51.2% | $7,198-43.4% | $6,507-37.4% |
| Admin fee / account holder | $52,231 | $16,864+209.7% | $12,466+319.0% | $12,624+313.8% |