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 | $87,793 | $89,753-2.2% | $107,525-18.4% | $84,808+3.5% |
| Participation rate | 40.5% | 68.1%-27.5pp | 75.1%-34.5pp | 68.3%-27.8pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,480 | $4,056-63.5% | $5,116-71.1% | $4,212-64.9% |
| Admin fee / account holder | $590 | $7,222-91.8% | $8,919-93.4% | $7,344-92.0% |