Filed October 16, 2015 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,565 | $125,758-45.5% | $169,993-59.7% | $75,163-8.8% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 13.81% | 27.20%-13.4pp | 53.37%-39.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,532 | $4,615-66.8% | $6,785-77.4% | $2,670-42.6% |
| Participant deferral / active EE | $2,480 | $6,837-63.7% | $10,408-76.2% | $4,125-39.9% |
| Admin fee / account holder | $16,904 | $8,173+106.8% | $12,815+31.9% | $5,651+199.1% |