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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,961 | $48,335+115.1% | $121,098-14.2% | $71,457+45.5% |
| Participation rate | 26.2% | 54.3%-28.1pp | 69.5%-43.3pp | 67.9%-41.7pp |
| Annual return | 27.84% | 23.32%+4.5pp | 985.75%-957.9pp | 28.85%-1.0pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,455 | $2,754-10.8% | $4,080-39.8% | $4,289-42.8% |
| Admin fee / account holder | $767 | $1,841-58.3% | $5,644-86.4% | $1,587-51.7% |