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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,742 | $122,239-70.8% | $184,203-80.6% | $74,495-52.0% |
| Participation rate | 65.4% | 85.5%-20.1pp | 86.8%-21.4pp | 67.2%-1.8pp |
| Annual return | 17.69% | 19.95%-2.3pp | 28.81%-11.1pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,598 | $7,139-77.6% | $9,131-82.5% | $4,346-63.2% |
| Admin fee / account holder | $542 | $1,260-57.0% | $13,901-96.1% | $1,942-72.1% |