Filed March 20, 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 9-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 | $16,081 | $77,634-79.3% | $156,549-89.7% | $62,891-74.4% |
| Participation rate | 53.2% | 71.2%-18.0pp | 84.0%-30.8pp | 69.3%-16.1pp |
| Annual return | 14.40% | 50.32%-35.9pp | 32.23%-17.8pp | 20.14%-5.7pp |
| Employer contribution / active EE | $589 | $3,444-82.9% | $5,501-89.3% | $2,281-74.2% |
| Participant deferral / active EE | $1,603 | $3,045-47.4% | $4,871-67.1% | $3,203-50.0% |
| Admin fee / account holder | $1,961 | $5,561-64.7% | $13,027-84.9% | $4,296-54.3% |