Filed April 9, 2015
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 6-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 | $93,440 | $70,669+32.2% | $169,368-44.8% | $75,163+24.3% |
| Participation rate | 36.2% | 64.8%-28.6pp | 77.1%-41.0pp | 67.2%-31.0pp |
| Annual return | 9.75% | 36.36%-26.6pp | 405.60%-395.9pp | 160.62%-150.9pp |
| Employer contribution / active EE | $357 | $2,211-83.8% | $4,013-91.1% | $2,670-86.6% |
| Participant deferral / active EE | $3,569 | $4,311-17.2% | $6,221-42.6% | $4,125-13.5% |
| Admin fee / account holder | $11,882 | $5,402+119.9% | $9,003+32.0% | $5,651+110.3% |