Filed May 15, 2015 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,106 | $109,359-31.3% | $162,163-53.7% | $72,985+2.9% |
| Participation rate | 67.9% | 84.3%-16.4pp | 87.6%-19.7pp | 69.5%-1.6pp |
| Annual return | 21.29% | 25.46%-4.2pp | 115.59%-94.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,071 | $3,907-72.6% | $5,614-80.9% | $2,440-56.1% |
| Participant deferral / active EE | $3,367 | $5,481-38.6% | $7,298-53.9% | $3,607-6.7% |
| Admin fee / account holder | $6,613 | $7,972-17.0% | $10,843-39.0% | $5,124+29.1% |