Filed November 20, 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.
Employer 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 | $24,253 | $42,383-42.8% | $76,523-68.3% | $64,186-62.2% |
| Participation rate | 48.3% | 58.1%-9.9pp | 68.0%-19.7pp | 69.6%-21.3pp |
| Annual return | -3.29% | -16.54%+13.2pp | -0.27%-3.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $15 | $1,563-99.1% | $2,647-99.4% | $2,381-99.4% |
| Participant deferral / active EE | $1,397 | $2,566-45.6% | $3,835-63.6% | $3,470-59.7% |
| Admin fee / account holder | $4,557 | $3,198+42.5% | $4,848-6.0% | $4,888-6.8% |