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 | $180,752 | $78,672+129.8% | $109,143+65.6% | $85,850+110.5% |
| Participation rate | 53.6% | 68.3%-14.7pp | 75.9%-22.3pp | 69.3%-15.7pp |
| Annual return | 25.41% | 25.09%+0.3pp | 25.75%-0.3pp | 318.53%-293.1pp |
| Employer contribution / active EE | $1,803 | $2,735-34.1% | $3,722-51.6% | $2,565-29.7% |
| Participant deferral / active EE | $6,202 | $3,467+78.9% | $4,653+33.3% | $3,952+56.9% |
| Admin fee / account holder | $1,700 | $5,469-68.9% | $6,752-74.8% | $6,260-72.8% |