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 | $149,512 | $72,277+106.9% | $101,248+47.7% | $79,858+87.2% |
| Participation rate | 47.7% | 68.5%-20.7pp | 75.8%-28.1pp | 69.6%-21.9pp |
| Annual return | 19.54% | 22.30%-2.8pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,234 | $2,692-54.2% | $3,660-66.3% | $2,471-50.1% |
| Participant deferral / active EE | $2,084 | $3,282-36.5% | $4,370-52.3% | $3,740-44.3% |
| Admin fee / account holder | $1,509 | $4,400-65.7% | $5,945-74.6% | $5,306-71.6% |