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 | $42,172 | $56,277-25.1% | $80,975-47.9% | $62,891-32.9% |
| Participation rate | 47.9% | 69.0%-21.1pp | 75.8%-27.9pp | 69.3%-21.4pp |
| Annual return | 10.24% | 22.12%-11.9pp | 17.10%-6.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,340 | $1,943+20.4% | $3,714-37.0% | $2,281+2.6% |
| Participant deferral / active EE | $4,413 | $4,195+5.2% | $5,696-22.5% | $3,203+37.8% |
| Admin fee / account holder | $1,144 | $3,741-69.4% | $5,516-79.3% | $4,296-73.4% |