Filed March 24, 2014
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.
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 | $86,236 | $124,425-30.7% | $112,040-23.0% | $137,256-37.2% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 7.81% | 24.72%-16.9pp | 24.52%-16.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,940 | $3,411-43.1% | $2,954-34.3% | $4,156-53.3% |
| Participant deferral / active EE | $5,894 | $5,718+3.1% | $5,098+15.6% | $6,407-8.0% |
| Admin fee / account holder | $43,258 | $15,207+184.5% | $12,098+257.6% | $12,270+252.5% |