Filed November 29, 2013
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.
Participant 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 | $42,918 | $82,523-48.0% | $115,752-62.9% | $70,131-38.8% |
| Participation rate | 57.1% | 74.0%-16.8pp | 77.8%-20.6pp | 69.5%-12.4pp |
| Annual return | 11.47% | 28.22%-16.7pp | 19.41%-7.9pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $296 | $4,062-92.7% | $5,204-94.3% | $3,332-91.1% |
| Admin fee / account holder | $1,749 | $4,552-61.6% | $6,278-72.1% | $4,645-62.4% |