Filed June 28, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,934 | $65,703+26.2% | $94,224-12.0% | $59,632+39.1% |
| Participation rate | 65.0% | 72.1%-7.1pp | 78.8%-13.8pp | 68.7%-3.7pp |
| Annual return | -0.52% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $841 | $2,021-58.4% | $3,587-76.6% | $2,203-61.8% |
| Participant deferral / active EE | $2,501 | $3,143-20.4% | $4,320-42.1% | $3,192-21.6% |
| Admin fee / account holder | $5,330 | $4,264+25.0% | $6,269-15.0% | $4,297+24.0% |