Filed April 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,939 | $127,065-70.9% | $113,168-67.4% | $142,382-74.1% |
| Participation rate | 41.7% | 79.2%-37.5pp | 76.6%-34.9pp | 80.1%-38.5pp |
| Annual return | 9.74% | 24.03%-14.3pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,646 | $5,716-36.2% | $5,107-28.6% | $6,507-44.0% |
| Admin fee / account holder | $17,672 | $15,736+12.3% | $12,068+46.4% | $12,624+40.0% |