Filed January 27, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,354 | $79,944-5.7% | $98,439-23.5% | $75,163+0.3% |
| Participation rate | 62.7% | 70.4%-7.7pp | 75.2%-12.5pp | 67.2%-4.5pp |
| Annual return | 16.26% | 19.75%-3.5pp | 21.16%-4.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $403 | $2,264-82.2% | $3,048-86.8% | $2,670-84.9% |
| Participant deferral / active EE | $2,369 | $3,752-36.9% | $4,738-50.0% | $4,125-42.6% |
| Admin fee / account holder | $6,319 | $6,840-7.6% | $8,948-29.4% | $5,651+11.8% |