Filed August 28, 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 | $20,473 | $46,869-56.3% | $122,332-83.3% | $70,131-70.8% |
| Participation rate | 52.6% | 58.2%-5.6pp | 71.6%-19.0pp | 69.5%-16.9pp |
| Annual return | 17.34% | 24.22%-6.9pp | 30.27%-12.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $855 | $1,288-33.6% | $4,050-78.9% | $2,342-63.5% |
| Participant deferral / active EE | $1,161 | $2,166-46.4% | $3,287-64.7% | $3,332-65.1% |
| Admin fee / account holder | $391 | $3,322-88.2% | $5,478-92.9% | $4,645-91.6% |