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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,646 | $57,354+103.4% | $83,848+39.1% | $64,186+81.7% |
| Participation rate | 51.2% | 68.6%-17.4pp | 76.1%-25.0pp | 69.6%-18.4pp |
| Annual return | -8.99% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,322 | $2,545-48.1% | $3,631-63.6% | $2,381-44.5% |
| Participant deferral / active EE | $2,158 | $2,993-27.9% | $4,082-47.1% | $3,470-37.8% |
| Admin fee / account holder | $558 | $4,046-86.2% | $5,478-89.8% | $4,888-88.6% |