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 | $126,511 | $65,365+93.5% | $92,893+36.2% | $72,985+73.3% |
| Participation rate | 53.8% | 68.3%-14.5pp | 76.0%-22.2pp | 69.5%-15.6pp |
| Annual return | 20.32% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,302 | $2,594-49.8% | $3,653-64.4% | $2,440-46.6% |
| Participant deferral / active EE | $2,268 | $3,128-27.5% | $4,236-46.5% | $3,607-37.1% |
| Admin fee / account holder | $26,080 | $4,251+513.5% | $5,794+350.1% | $5,124+408.9% |