Filed August 4, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,324 | $46,360-36.7% | $147,614-80.1% | $52,331-44.0% |
| Participation rate | 36.4% | 64.9%-28.5pp | 84.6%-48.2pp | 68.1%-31.7pp |
| Annual return | -3.48% | 1.62%-5.1pp | 61.98%-65.5pp | 4.54%-8.0pp |
| Employer contribution / active EE | $230 | $2,126-89.2% | $5,564-95.9% | $1,882-87.8% |
| Participant deferral / active EE | $1,421 | $2,258-37.1% | $4,895-71.0% | $3,022-53.0% |
| Admin fee / account holder | $365 | $766-52.4% | $11,611-96.9% | $592-38.4% |