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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,927 | $37,426-14.7% | $77,482-58.8% | $79,858-60.0% |
| Participation rate | 46.5% | 41.5%+5.0pp | 54.2%-7.7pp | 69.6%-23.1pp |
| Annual return | 13.32% | 39.70%-26.4pp | 54.79%-41.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $284 | $637-55.4% | $986-71.2% | $2,471-88.5% |
| Participant deferral / active EE | $1,053 | $1,260-16.4% | $1,861-43.4% | $3,740-71.9% |
| Admin fee / account holder | $2,049 | $2,504-18.2% | $2,858-28.3% | $5,306-61.4% |