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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,211 | $89,753+205.5% | $107,525+155.0% | $84,808+223.3% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 14.08% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,827 | $3,113-41.3% | $3,754-51.3% | $2,631-30.5% |
| Participant deferral / active EE | $3,543 | $4,056-12.6% | $5,116-30.7% | $4,212-15.9% |
| Admin fee / account holder | $8,587 | $7,222+18.9% | $8,919-3.7% | $7,344+16.9% |