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 | $41,851 | $73,867-43.3% | $143,757-70.9% | $68,494-38.9% |
| Participation rate | 48.5% | 66.7%-18.2pp | 80.3%-31.9pp | 67.9%-19.4pp |
| Annual return | -12.25% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,058 | $3,184-66.8% | $4,951-78.6% | $2,596-59.2% |
| Participant deferral / active EE | $2,336 | $3,384-31.0% | $5,637-58.6% | $4,027-42.0% |
| Admin fee / account holder | $427 | $5,755-92.6% | $14,673-97.1% | $5,403-92.1% |