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 | $85,515+21.6% | $112,040-7.2% | $67,986+53.0% |
| Participation rate | 67.0% | 68.2%-1.3pp | 76.5%-9.5pp | 57.2%+9.8pp |
| Annual return | 15.63% | 29.68%-14.0pp | 24.52%-8.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $1,651 | $2,191-24.7% | $2,954-44.1% | $2,019-18.2% |
| Participant deferral / active EE | $4,859 | $4,014+21.1% | $5,098-4.7% | $3,358+44.7% |
| Admin fee / account holder | $8,337 | $3,774+120.9% | $12,098-31.1% | $3,203+160.3% |