Filed October 16, 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.
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 | $128,218 | $49,138+160.9% | $84,015+52.6% | $65,185+96.7% |
| Participation rate | 65.0% | 60.7%+4.3pp | 69.0%-4.0pp | 70.2%-5.2pp |
| Annual return | 27.94% | 23.00%+4.9pp | 71.31%-43.4pp | 29.38%-1.4pp |
| Employer contribution / active EE | $1,550 | $914+69.6% | $1,983-21.9% | $2,177-28.8% |
| Participant deferral / active EE | $4,641 | $2,397+93.6% | $3,239+43.3% | $3,514+32.1% |
| Admin fee / account holder | $5,822 | $543+971.5% | $6,101-4.6% | $847+587.3% |