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 | $31,598 | $48,046-34.2% | $84,611-62.7% | $72,985-56.7% |
| Participation rate | 55.8% | 57.6%-1.8pp | 68.2%-12.5pp | 69.5%-13.7pp |
| Annual return | 21.91% | 37.38%-15.5pp | 258.74%-236.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,886 | $2,680-29.6% | $3,899-51.6% | $3,607-47.7% |
| Admin fee / account holder | $1,128 | $3,395-66.8% | $4,912-77.0% | $5,124-78.0% |