Filed January 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,359 | $92,703-18.7% | $82,719-8.9% | $134,475-44.0% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.6%-20.2pp | 81.2%-28.8pp |
| Annual return | -22.01% | 944.92%-966.9pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,524 | $3,274-53.4% | $3,009-49.3% | $4,740-67.8% |
| Participant deferral / active EE | $3,674 | $4,802-23.5% | $4,395-16.4% | $6,400-42.6% |
| Admin fee / account holder | $1,308 | $5,983-78.1% | $5,329-75.5% | $11,426-88.6% |