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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,322 | $65,365+189.6% | $92,893+103.8% | $72,985+159.4% |
| Participation rate | 62.3% | 68.3%-6.0pp | 76.0%-13.7pp | 69.5%-7.2pp |
| Annual return | 15.87% | 42.10%-26.2pp | 109.41%-93.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $2,285 | $2,594-11.9% | $3,653-37.5% | $2,440-6.4% |
| Participant deferral / active EE | $7,351 | $3,128+135.0% | $4,236+73.5% | $3,607+103.8% |
| Admin fee / account holder | $1,772 | $4,251-58.3% | $5,794-69.4% | $5,124-65.4% |