Filed March 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 | $41,553 | $77,634-46.5% | $156,549-73.5% | $62,891-33.9% |
| Participation rate | 65.7% | 71.2%-5.5pp | 84.0%-18.3pp | 69.3%-3.6pp |
| Annual return | 3.03% | 50.32%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,566 | $3,444-54.5% | $5,501-71.5% | $2,281-31.4% |
| Participant deferral / active EE | $3,251 | $3,045+6.8% | $4,871-33.3% | $3,203+1.5% |
| Admin fee / account holder | $1,483 | $5,561-73.3% | $13,027-88.6% | $4,296-65.5% |