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 | $56,065 | $81,248-31.0% | $155,509-63.9% | $80,856-30.7% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.0pp | 67.6%-21.5pp |
| Annual return | 12.37% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,286 | $3,100-58.5% | $4,672-72.5% | $2,755-53.3% |
| Participant deferral / active EE | $2,761 | $3,452-20.0% | $5,626-50.9% | $4,296-35.7% |
| Admin fee / account holder | $9,076 | $7,997+13.5% | $15,912-43.0% | $6,918+31.2% |