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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,510 | $123,793-66.5% | $177,821-76.7% | $79,858-48.0% |
| Participation rate | 45.3% | 84.7%-39.3pp | 87.7%-42.4pp | 69.6%-24.3pp |
| Annual return | 9.15% | 22.82%-13.7pp | 48.32%-39.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,117 | $5,956-81.3% | $7,714-85.5% | $3,740-70.1% |
| Admin fee / account holder | $12,155 | $7,243+67.8% | $12,427-2.2% | $5,306+129.1% |