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 | $146,225 | $189,613-22.9% | $167,512-12.7% | $142,382+2.7% |
| Participation rate | 45.5% | 80.1%-34.7pp | 77.1%-31.6pp | 80.1%-34.7pp |
| Annual return | 11.42% | 2024.68%-2013.3pp | 1615.79%-1604.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $369 | $4,349-91.5% | $3,882-90.5% | $4,299-91.4% |
| Participant deferral / active EE | $11,384 | $6,981+63.1% | $6,405+77.8% | $6,507+75.0% |
| Admin fee / account holder | $12,066 | $10,528+14.6% | $9,769+23.5% | $12,624-4.4% |