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 | $48,284 | $112,096-56.9% | $95,952-49.7% | $158,922-69.6% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 9.84% | 171.09%-161.2pp | 91.61%-81.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $801 | $3,198-74.9% | $2,541-68.5% | $4,761-83.2% |
| Participant deferral / active EE | $3,572 | $4,784-25.3% | $4,167-14.3% | $5,982-40.3% |
| Admin fee / account holder | $4,685 | $10,130-53.8% | $6,795-31.1% | $11,246-58.3% |