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 | $137,906 | $54,573+152.7% | $90,951+51.6% | $73,488+87.7% |
| Participation rate | 65.7% | 61.2%+4.5pp | 69.0%-3.3pp | 70.7%-5.0pp |
| Annual return | 19.19% | 16.69%+2.5pp | 134.60%-115.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,695 | $991+71.0% | $2,122-20.1% | $2,270-25.3% |
| Participant deferral / active EE | $5,043 | $2,517+100.3% | $3,373+49.5% | $3,740+34.8% |
| Admin fee / account holder | $15,958 | $521+2960.4% | $5,959+167.8% | $513+3010.4% |