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 | $133,393 | $91,190+46.3% | $178,490-25.3% | $79,858+67.0% |
| Participation rate | 66.3% | 69.2%-2.9pp | 81.9%-15.6pp | 69.6%-3.4pp |
| Annual return | 12.99% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,505 | $3,236+255.5% | $5,202+121.2% | $3,740+207.6% |
| Admin fee / account holder | $3,686 | $6,751-45.4% | $13,984-73.6% | $5,306-30.5% |