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 | $48,970 | $77,899-37.1% | $149,673-67.3% | $75,163-34.8% |
| Participation rate | 53.2% | 65.6%-12.4pp | 78.8%-25.6pp | 67.2%-14.0pp |
| Annual return | 11.83% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,263 | $3,137-59.7% | $4,818-73.8% | $2,670-52.7% |
| Participant deferral / active EE | $2,676 | $3,411-21.5% | $5,680-52.9% | $4,125-35.1% |
| Admin fee / account holder | $1,425 | $5,956-76.1% | $13,210-89.2% | $5,651-74.8% |