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 | $32,048 | $91,190-64.9% | $178,490-82.0% | $79,858-59.9% |
| Participation rate | 41.3% | 69.2%-27.9pp | 81.9%-40.6pp | 69.6%-28.3pp |
| Annual return | 0.09% | 24.19%-24.1pp | 151.07%-151.0pp | 31.71%-31.6pp |
| Employer contribution / active EE | $707 | $3,256-78.3% | $5,011-85.9% | $2,471-71.4% |
| Participant deferral / active EE | $1,954 | $3,236-39.6% | $5,202-62.4% | $3,740-47.8% |
| Admin fee / account holder | $1,154 | $6,751-82.9% | $13,984-91.7% | $5,306-78.2% |