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 | $68,530 | $71,883-4.7% | $86,677-20.9% | $68,494+0.1% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -13.36% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,768 | $2,173-18.6% | $2,836-37.7% | $2,596-31.9% |
| Participant deferral / active EE | $2,774 | $3,779-26.6% | $4,656-40.4% | $4,027-31.1% |
| Admin fee / account holder | $1,941 | $6,112-68.2% | $7,493-74.1% | $5,403-64.1% |