Filed April 9, 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 6-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,967 | $69,010+26.0% | $159,960-45.6% | $68,494+27.0% |
| Participation rate | 43.4% | 65.4%-22.0pp | 78.0%-34.6pp | 67.9%-24.5pp |
| Annual return | -14.13% | -9.65%-4.5pp | 408.60%-422.7pp | -7.84%-6.3pp |
| Employer contribution / active EE | $277 | $2,213-87.5% | $4,226-93.4% | $2,596-89.3% |
| Participant deferral / active EE | $3,375 | $4,212-19.9% | $6,182-45.4% | $4,027-16.2% |
| Admin fee / account holder | $5,419 | $4,798+12.9% | $8,698-37.7% | $5,403+0.3% |