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 | $35,420 | $56,114-36.9% | $96,139-63.2% | $85,850-58.7% |
| Participation rate | 37.3% | 56.7%-19.5pp | 68.4%-31.2pp | 69.3%-32.1pp |
| Annual return | 8.88% | 42.30%-33.4pp | 191.94%-183.1pp | 318.53%-309.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,061 | $2,859-27.9% | $4,349-52.6% | $3,952-47.8% |
| Admin fee / account holder | $31,363 | $3,768+732.3% | $5,537+466.4% | $6,260+401.0% |