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.
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 | $33,282 | $42,383-21.5% | $76,523-56.5% | $64,186-48.1% |
| Participation rate | 40.4% | 58.1%-17.7pp | 68.0%-27.6pp | 69.6%-29.1pp |
| Annual return | -2.52% | -16.54%+14.0pp | -0.27%-2.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,082 | $2,566-18.9% | $3,835-45.7% | $3,470-40.0% |
| Admin fee / account holder | $384 | $3,198-88.0% | $4,848-92.1% | $4,888-92.2% |