Filed September 8, 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 4-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 | $26,697 | $110,257-75.8% | $96,544-72.3% | $139,434-80.9% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 20.39% | 26.32%-5.9pp | 25.84%-5.4pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,029 | $3,620-44.0% | $2,965-31.6% | $4,751-57.3% |
| Participant deferral / active EE | $4,538 | $5,548-18.2% | $4,851-6.5% | $6,710-32.4% |
| Admin fee / account holder | $6,152 | $11,591-46.9% | $8,252-25.5% | $11,403-46.0% |