Filed December 12, 2013
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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,164 | $42,546+17.9% | $71,796-30.1% | $55,167-9.1% |
| Participation rate | 24.6% | 59.1%-34.6pp | 69.1%-44.6pp | 69.0%-44.4pp |
| Annual return | 2.65% | 12.36%-9.7pp | 78.04%-75.4pp | 169.23%-166.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,005 | $2,064-51.3% | $2,794-64.0% | $3,054-67.1% |
| Admin fee / account holder | $5,935 | $650+813.6% | $4,815+23.3% | $504+1077.9% |