Filed December 10, 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 | $127,291 | $63,346+100.9% | $92,233+38.0% | $70,131+81.5% |
| Participation rate | 62.7% | 68.7%-5.9pp | 76.5%-13.7pp | 69.5%-6.8pp |
| Annual return | 14.13% | 530.12%-516.0pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,993 | $2,471+21.1% | $3,679-18.6% | $2,342+27.8% |
| Participant deferral / active EE | $7,189 | $2,854+151.9% | $3,897+84.5% | $3,332+115.8% |
| Admin fee / account holder | $8,379 | $3,840+118.2% | $5,194+61.3% | $4,645+80.4% |