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 | $44,982 | $95,416-52.9% | $185,823-75.8% | $85,850-47.6% |
| Participation rate | 47.3% | 68.8%-21.5pp | 81.7%-34.4pp | 69.3%-22.1pp |
| Annual return | 30.13% | 23.59%+6.5pp | 122.05%-91.9pp | 318.53%-288.4pp |
| Employer contribution / active EE | $1,040 | $3,314-68.6% | $5,167-79.9% | $2,565-59.5% |
| Participant deferral / active EE | $2,189 | $3,423-36.1% | $5,568-60.7% | $3,952-44.6% |
| Admin fee / account holder | $2,344 | $7,213-67.5% | $16,237-85.6% | $6,260-62.6% |