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 | $226,069 | $81,460+177.5% | $103,333+118.8% | $80,856+179.6% |
| Participation rate | 51.4% | 66.8%-15.5pp | 74.5%-23.2pp | 67.6%-16.3pp |
| Annual return | 10.76% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,840 | $3,105-40.8% | $3,868-52.4% | $2,755-33.2% |
| Participant deferral / active EE | $3,721 | $3,869-3.8% | $5,057-26.4% | $4,296-13.4% |
| Admin fee / account holder | $6,442 | $6,566-1.9% | $8,355-22.9% | $6,918-6.9% |