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 | $113,065 | $85,202+32.7% | $172,739-34.5% | $72,985+54.9% |
| Participation rate | 59.8% | 70.1%-10.3pp | 82.6%-22.9pp | 69.5%-9.7pp |
| Annual return | 20.64% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,229 | $3,260+213.8% | $5,198+96.8% | $3,607+183.6% |
| Admin fee / account holder | $4,688 | $5,884-20.3% | $13,954-66.4% | $5,124-8.5% |