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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,184 | $68,547+6.8% | $120,354-39.2% | $80,856-9.5% |
| Participation rate | 16.7% | 61.6%-44.9pp | 71.9%-55.2pp | 67.6%-51.0pp |
| Annual return | 10.84% | 23.60%-12.8pp | 107.15%-96.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $862 | $2,051-58.0% | $3,463-75.1% | $2,755-68.7% |
| Participant deferral / active EE | $1,078 | $3,173-66.0% | $4,991-78.4% | $4,296-74.9% |
| Admin fee / account holder | $2,691 | $5,732-53.1% | $9,423-71.4% | $6,918-61.1% |