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 | $188,629 | $72,277+161.0% | $101,248+86.3% | $79,858+136.2% |
| Participation rate | 53.4% | 68.5%-15.0pp | 75.8%-22.4pp | 69.6%-16.2pp |
| Annual return | 7.01% | 22.30%-15.3pp | 46.47%-39.5pp | 31.71%-24.7pp |
| Employer contribution / active EE | $2,068 | $2,692-23.2% | $3,660-43.5% | $2,471-16.3% |
| Participant deferral / active EE | $6,131 | $3,282+86.8% | $4,370+40.3% | $3,740+63.9% |
| Admin fee / account holder | $14,519 | $4,400+229.9% | $5,945+144.2% | $5,306+173.6% |