Filed March 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,459 | $72,277-16.4% | $101,248-40.3% | $79,858-24.3% |
| Participation rate | 33.9% | 68.5%-34.5pp | 75.8%-41.9pp | 69.6%-35.7pp |
| Annual return | 21.51% | 22.30%-0.8pp | 46.47%-25.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,114 | $3,282-66.0% | $4,370-74.5% | $3,740-70.2% |
| Admin fee / account holder | $1,405 | $4,400-68.1% | $5,945-76.4% | $5,306-73.5% |