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 | $44,786 | $39,019+14.8% | $80,716-44.5% | $85,850-47.8% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.3%-29.3pp |
| Annual return | 30.58% | 26.27%+4.3pp | 87.28%-56.7pp | 318.53%-288.0pp |
| Employer contribution / active EE | $100 | $722-86.1% | $1,160-91.4% | $2,565-96.1% |
| Participant deferral / active EE | $1,072 | $1,326-19.1% | $2,146-50.0% | $3,952-72.9% |
| Admin fee / account holder | $579 | $2,431-76.2% | $3,380-82.9% | $6,260-90.7% |