Filed June 3, 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 | $32,293 | $45,863-29.6% | $77,024-58.1% | $68,494-52.9% |
| Participation rate | 59.4% | 55.9%+3.5pp | 67.9%-8.5pp | 67.9%-8.5pp |
| Annual return | -11.68% | 1.72%-13.4pp | 42.32%-54.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,408 | $1,650-14.6% | $2,812-49.9% | $2,596-45.8% |
| Participant deferral / active EE | $3,648 | $2,962+23.1% | $4,426-17.6% | $4,027-9.4% |
| Admin fee / account holder | $540 | $3,041-82.2% | $5,425-90.0% | $5,403-90.0% |