Filed October 30, 2015 (most recent of 2 filings on file)
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 | $26,848 | $84,233-68.1% | $170,442-84.2% | $70,131-61.7% |
| Participation rate | 36.8% | 70.8%-34.1pp | 83.6%-46.8pp | 69.5%-32.8pp |
| Annual return | 8.76% | 23.06%-14.3pp | 205.93%-197.2pp | 73.14%-64.4pp |
| Employer contribution / active EE | $500 | $3,387-85.2% | $5,433-90.8% | $2,342-78.7% |
| Participant deferral / active EE | $1,182 | $3,086-61.7% | $4,939-76.1% | $3,332-64.5% |
| Admin fee / account holder | $694 | $5,698-87.8% | $13,880-95.0% | $4,645-85.1% |