Filed August 7, 2015 (most recent of 2 filings on file)
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 | $32,096 | $92,222-65.2% | $76,768-58.2% | $135,375-76.3% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -7.59% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $960 | $3,216-70.1% | $2,485-61.4% | $4,779-79.9% |
| Participant deferral / active EE | $5,063 | $4,509+12.3% | $3,852+31.5% | $5,609-9.7% |
| Admin fee / account holder | $15,063 | $10,748+40.1% | $6,675+125.7% | $10,827+39.1% |