Filed May 9, 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 | $145,486 | $148,534-2.1% | $135,903+7.1% | $139,434+4.3% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.7pp | 80.3%-17.2pp |
| Annual return | 17.39% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $627 | $5,243-88.0% | $4,856-87.1% | $4,751-86.8% |
| Participant deferral / active EE | $5,417 | $8,100-33.1% | $7,758-30.2% | $6,710-19.3% |
| Admin fee / account holder | $11,244 | $12,400-9.3% | $10,762+4.5% | $11,403-1.4% |