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 | $40,349 | $48,046-16.0% | $84,611-52.3% | $72,985-44.7% |
| Participation rate | 37.0% | 57.6%-20.5pp | 68.2%-31.2pp | 69.5%-32.4pp |
| Annual return | 20.11% | 37.38%-17.3pp | 258.74%-238.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,652 | $2,680-38.4% | $3,899-57.6% | $3,607-54.2% |
| Admin fee / account holder | $5,579 | $3,395+64.3% | $4,912+13.6% | $5,124+8.9% |