Filed July 23, 2014
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 | $53,271 | $55,415-3.9% | $155,509-65.7% | $74,495-28.5% |
| Participation rate | 9.3% | 61.9%-52.6pp | 78.2%-68.9pp | 67.2%-57.9pp |
| Annual return | 18.88% | 268.50%-249.6pp | 64.67%-45.8pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $966 | $2,836-65.9% | $5,626-82.8% | $4,346-77.8% |
| Admin fee / account holder | $10,506 | $1,738+504.4% | $15,912-34.0% | $1,942+441.1% |