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 | $174,294 | $109,881+58.6% | $150,045+16.2% | $84,808+105.5% |
| Participation rate | 44.0% | 76.1%-32.1pp | 82.3%-38.3pp | 68.3%-24.3pp |
| Annual return | 15.81% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $538 | $3,561-84.9% | $4,693-88.5% | $2,631-79.5% |
| Participant deferral / active EE | $4,740 | $6,636-28.6% | $7,997-40.7% | $4,212+12.5% |
| Admin fee / account holder | $33,595 | $8,568+292.1% | $13,435+150.1% | $7,344+357.5% |