Filed June 28, 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 | $104,017 | $87,870+18.4% | $113,168-8.1% | $74,304+40.0% |
| Participation rate | 67.0% | 70.7%-3.8pp | 76.6%-9.6pp | 60.3%+6.6pp |
| Annual return | 15.63% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,651 | $2,277-27.5% | $2,975-44.5% | $2,241-26.4% |
| Participant deferral / active EE | $4,859 | $4,241+14.6% | $5,107-4.8% | $3,767+29.0% |
| Admin fee / account holder | $8,337 | $3,368+147.5% | $12,068-30.9% | $2,969+180.8% |