Filed September 13, 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 | $249,073 | $177,572+40.3% | $154,803+60.9% | $142,382+74.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 10.95% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $8,453 | $4,810+75.7% | $4,305+96.3% | $4,299+96.6% |
| Participant deferral / active EE | $5,791 | $6,272-7.7% | $5,540+4.5% | $6,507-11.0% |
| Admin fee / account holder | $178,432 | $16,786+963.0% | $14,329+1145.2% | $12,624+1313.5% |