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 | $153,302 | $53,053+189.0% | $126,539+21.2% | $74,304+106.3% |
| Participation rate | 24.4% | 48.0%-23.6pp | 69.8%-45.4pp | 60.3%-36.0pp |
| Annual return | 16.23% | 29.46%-13.2pp | 425.95%-409.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,929 | $2,303+27.2% | $4,083-28.3% | $3,767-22.2% |
| Admin fee / account holder | $1,824 | $3,698-50.7% | $6,065-69.9% | $2,969-38.6% |