Filed June 27, 2014 (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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,392 | $78,705+35.2% | $117,854-9.7% | $70,131+51.7% |
| Participation rate | 65.9% | 73.2%-7.3pp | 79.7%-13.8pp | 69.5%-3.7pp |
| Annual return | 11.09% | 23.30%-12.2pp | 335.08%-324.0pp | 73.14%-62.0pp |
| Employer contribution / active EE | $5 | $2,223-99.8% | $3,786-99.9% | $2,342-99.8% |
| Participant deferral / active EE | $5,991 | $3,297+81.7% | $4,482+33.7% | $3,332+79.8% |
| Admin fee / account holder | $33,647 | $5,065+564.3% | $8,020+319.5% | $4,645+624.3% |