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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,270 | $60,022-39.6% | $88,946-59.2% | $84,808-57.2% |
| Participation rate | 53.6% | 57.8%-4.3pp | 68.8%-15.3pp | 68.3%-14.7pp |
| Annual return | 10.00% | 22.43%-12.4pp | 57.82%-47.8pp | 40.90%-30.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,138 | $3,114-31.3% | $4,581-53.3% | $4,212-49.2% |
| Admin fee / account holder | $16,894 | $4,811+251.1% | $8,261+104.5% | $7,344+130.0% |