Filed October 16, 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 | $36,995 | $52,903-30.1% | $73,307-49.5% | $59,632-38.0% |
| Participation rate | 64.9% | 68.2%-3.4pp | 74.9%-10.1pp | 68.7%-3.8pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,826 | $1,909-4.3% | $3,237-43.6% | $2,203-17.1% |
| Participant deferral / active EE | $3,836 | $4,069-5.7% | $4,991-23.1% | $3,192+20.2% |
| Admin fee / account holder | $779 | $3,834-79.7% | $5,637-86.2% | $4,297-81.9% |