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 | $127,065-32.1% | $113,168-23.8% | $142,382-39.4% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 7.81% | 24.03%-16.2pp | 24.27%-16.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,940 | $3,442-43.7% | $2,975-34.8% | $4,299-54.9% |
| Participant deferral / active EE | $5,894 | $5,716+3.1% | $5,107+15.4% | $6,507-9.4% |
| Admin fee / account holder | $43,258 | $15,736+174.9% | $12,068+258.5% | $12,624+242.7% |