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 | $30,107 | $27,641+8.9% | $61,373-50.9% | $68,494-56.0% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -12.95% | -13.24%+0.3pp | 338.61%-351.6pp | -7.84%-5.1pp |
| Employer contribution / active EE | $750 | $695+7.9% | $1,159-35.3% | $2,596-71.1% |
| Participant deferral / active EE | $1,887 | $1,263+49.4% | $2,125-11.2% | $4,027-53.2% |
| Admin fee / account holder | $10,254 | $2,010+410.2% | $2,130+381.5% | $5,403+89.8% |