Filed September 13, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,794 | $34,308-19.0% | $74,701-62.8% | $72,985-61.9% |
| Participation rate | 50.0% | 42.4%+7.6pp | 54.5%-4.5pp | 69.5%-19.5pp |
| Annual return | 2.32% | 26.58%-24.3pp | 752.92%-750.6pp | 81.00%-78.7pp |
| Employer contribution / active EE | $751 | $692+8.6% | $1,084-30.7% | $2,440-69.2% |
| Participant deferral / active EE | $1,632 | $1,271+28.3% | $1,964-16.9% | $3,607-54.8% |
| Admin fee / account holder | $2,675 | $2,124+25.9% | $3,333-19.7% | $5,124-47.8% |