Filed June 26, 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.
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 | $171,564 | $58,926+191.2% | $97,226+76.5% | $74,495+130.3% |
| Participation rate | 62.7% | 63.5%-0.7pp | 72.7%-9.9pp | 67.2%-4.5pp |
| Annual return | 12.81% | 16.04%-3.2pp | 75.13%-62.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,248 | $1,894+18.7% | $2,729-17.6% | $2,623-14.3% |
| Participant deferral / active EE | $4,561 | $3,664+24.5% | $4,264+7.0% | $4,346+4.9% |
| Admin fee / account holder | $33,512 | $1,974+1597.9% | $5,654+492.8% | $1,942+1625.9% |