Filed March 28, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,273 | $100,041-55.7% | $149,718-70.4% | $70,131-36.9% |
| Participation rate | 49.4% | 83.6%-34.2pp | 87.1%-37.7pp | 69.5%-20.2pp |
| Annual return | 19.24% | 27.43%-8.2pp | 1501.63%-1482.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,275 | $4,983-74.4% | $6,569-80.6% | $3,332-61.7% |
| Admin fee / account holder | $537 | $8,286-93.5% | $11,283-95.2% | $4,645-88.4% |