Filed December 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,259 | $80,717-67.5% | $154,803-83.0% | $84,808-69.0% |
| Participation rate | 67.5% | 66.8%+0.7pp | 78.1%-10.6pp | 68.3%-0.8pp |
| Annual return | 10.06% | 37.96%-27.9pp | 58.88%-48.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,128 | $2,761-22.9% | $4,305-50.6% | $2,631-19.1% |
| Participant deferral / active EE | $737 | $3,303-77.7% | $5,540-86.7% | $4,212-82.5% |
| Admin fee / account holder | $2,159 | $6,746-68.0% | $14,329-84.9% | $7,344-70.6% |