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 | $152,126 | $57,354+165.2% | $83,848+81.4% | $64,186+137.0% |
| Participation rate | 62.3% | 68.6%-6.3pp | 76.1%-13.9pp | 69.6%-7.3pp |
| Annual return | 8.95% | 11.38%-2.4pp | 850.88%-841.9pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,696 | $2,545+5.9% | $3,631-25.7% | $2,381+13.2% |
| Participant deferral / active EE | $7,825 | $2,993+161.4% | $4,082+91.7% | $3,470+125.5% |
| Admin fee / account holder | $2,057 | $4,046-49.2% | $5,478-62.4% | $4,888-57.9% |