Filed July 29, 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 | $73,379 | $95,453-23.1% | $112,040-34.5% | $82,448-11.0% |
| Participation rate | 55.9% | 72.8%-16.8pp | 76.5%-20.6pp | 68.1%-12.1pp |
| Annual return | 16.03% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,347 | $2,318-41.9% | $2,954-54.4% | $2,551-47.2% |
| Participant deferral / active EE | $2,706 | $4,224-35.9% | $5,098-46.9% | $4,139-34.6% |
| Admin fee / account holder | $10,850 | $9,013+20.4% | $12,098-10.3% | $7,234+50.0% |