Filed October 1, 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 8-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 | $55,648 | $61,605-9.7% | $112,229-50.4% | $75,163-26.0% |
| Participation rate | 23.5% | 61.7%-38.2pp | 72.4%-48.9pp | 67.2%-43.7pp |
| Annual return | 12.17% | 28.47%-16.3pp | 30.20%-18.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $796 | $2,015-60.5% | $3,430-76.8% | $2,670-70.2% |
| Participant deferral / active EE | $994 | $3,108-68.0% | $4,798-79.3% | $4,125-75.9% |
| Admin fee / account holder | $1,384 | $4,862-71.5% | $7,748-82.1% | $5,651-75.5% |