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 | $95,803-23.4% | $113,168-35.2% | $84,808-13.5% |
| Participation rate | 55.9% | 72.9%-16.9pp | 76.6%-20.6pp | 68.3%-12.4pp |
| Annual return | 16.03% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,347 | $2,360-42.9% | $2,975-54.7% | $2,631-48.8% |
| Participant deferral / active EE | $2,706 | $4,242-36.2% | $5,107-47.0% | $4,212-35.8% |
| Admin fee / account holder | $10,850 | $8,989+20.7% | $12,068-10.1% | $7,344+47.7% |