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 | $61,908 | $49,915+24.0% | $154,803-60.0% | $74,304-16.7% |
| Participation rate | 8.8% | 54.0%-45.2pp | 78.1%-69.3pp | 60.3%-51.6pp |
| Annual return | 14.13% | 34.06%-19.9pp | 58.88%-44.8pp | 29.43%-15.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $724 | $2,255-67.9% | $5,540-86.9% | $3,767-80.8% |
| Admin fee / account holder | $6,198 | $2,189+183.2% | $14,329-56.7% | $2,969+108.8% |