Filed March 10, 2015
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 | $37,481 | $46,722-19.8% | $130,648-71.3% | $65,185-42.5% |
| Participation rate | 49.0% | 60.9%-11.9pp | 71.7%-22.7pp | 70.2%-21.2pp |
| Annual return | 18.77% | 24.17%-5.4pp | 1708.96%-1690.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,326 | $1,488-10.9% | $4,092-67.6% | $2,177-39.1% |
| Participant deferral / active EE | $2,354 | $2,545-7.5% | $3,603-34.7% | $3,514-33.0% |
| Admin fee / account holder | $6,745 | $453+1389.5% | $5,464+23.4% | $847+696.3% |