Filed December 22, 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 | $132,963 | $63,346+109.9% | $92,233+44.2% | $70,131+89.6% |
| Participation rate | 45.5% | 68.7%-23.2pp | 76.5%-31.0pp | 69.5%-24.1pp |
| Annual return | 17.78% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $936 | $2,471-62.1% | $3,679-74.6% | $2,342-60.1% |
| Participant deferral / active EE | $1,758 | $2,854-38.4% | $3,897-54.9% | $3,332-47.2% |
| Admin fee / account holder | $1,338 | $3,840-65.2% | $5,194-74.2% | $4,645-71.2% |