Filed December 29, 2014 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,423 | $76,000+13.7% | $154,107-43.9% | $64,186+34.6% |
| Participation rate | 57.4% | 70.4%-13.0pp | 83.0%-25.6pp | 69.6%-12.1pp |
| Annual return | 3.56% | 30.32%-26.8pp | 735.12%-731.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,131 | $3,175+156.1% | $5,081+60.0% | $3,470+134.3% |
| Admin fee / account holder | $9,882 | $5,596+76.6% | $13,411-26.3% | $4,888+102.2% |