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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,880 | $49,922-40.1% | $80,569-62.9% | $75,163-60.2% |
| Participation rate | 69.0% | 55.3%+13.7pp | 67.0%+2.1pp | 67.2%+1.9pp |
| Annual return | 13.49% | 34.69%-21.2pp | 935.43%-921.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,851 | $1,698+9.0% | $2,723-32.0% | $2,670-30.7% |
| Participant deferral / active EE | $4,294 | $2,990+43.6% | $4,447-3.5% | $4,125+4.1% |
| Admin fee / account holder | $4,035 | $3,577+12.8% | $5,377-25.0% | $5,651-28.6% |