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 | $46,111 | $27,915+65.2% | $58,482-21.2% | $75,163-38.7% |
| Participation rate | 40.0% | 38.8%+1.2pp | 50.9%-10.9pp | 67.2%-27.2pp |
| Annual return | 9.78% | 44.20%-34.4pp | 4239.32%-4229.5pp | 160.62%-150.8pp |
| Employer contribution / active EE | $652 | $669-2.6% | $1,053-38.1% | $2,670-75.6% |
| Participant deferral / active EE | $1,899 | $1,201+58.1% | $1,924-1.3% | $4,125-54.0% |
| Admin fee / account holder | $2,196 | $1,726+27.3% | $2,516-12.7% | $5,651-61.1% |