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 | $74,959 | $30,400+146.6% | $53,898+39.1% | $84,808-11.6% |
| Participation rate | 20.8% | 46.4%-25.7pp | 55.0%-34.2pp | 68.3%-47.6pp |
| Annual return | 10.37% | 500.19%-489.8pp | 528.60%-518.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $372 | $603-38.3% | $932-60.1% | $2,631-85.9% |
| Participant deferral / active EE | $1,227 | $1,199+2.4% | $1,826-32.8% | $4,212-70.9% |
| Admin fee / account holder | $3,945 | $1,993+97.9% | $2,491+58.4% | $7,344-46.3% |