Filed January 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 | $63,184 | $78,422-19.4% | $95,952-34.2% | $79,858-20.9% |
| Participation rate | 69.2% | 73.5%-4.3pp | 77.1%-7.8pp | 69.6%-0.4pp |
| Annual return | 15.16% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,525 | $1,945-21.6% | $2,541-40.0% | $2,471-38.3% |
| Participant deferral / active EE | $2,213 | $3,440-35.7% | $4,167-46.9% | $3,740-40.8% |
| Admin fee / account holder | $8,749 | $5,622+55.6% | $6,795+28.7% | $5,306+64.9% |