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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,728 | $76,000-62.2% | $154,107-81.4% | $64,186-55.2% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | 5.76% | 30.32%-24.6pp | 735.12%-729.4pp | 7.63%-1.9pp |
| Employer contribution / active EE | $479 | $3,351-85.7% | $5,298-91.0% | $2,381-79.9% |
| Participant deferral / active EE | $1,558 | $3,175-50.9% | $5,081-69.3% | $3,470-55.1% |
| Admin fee / account holder | $820 | $5,596-85.3% | $13,411-93.9% | $4,888-83.2% |