Filed August 8, 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 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.
Employer 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 | $30,392 | $50,958-40.4% | $74,550-59.2% | $64,186-52.7% |
| Participation rate | 69.8% | 61.1%+8.7pp | 69.1%+0.6pp | 69.6%+0.2pp |
| Annual return | 5.80% | -1.86%+7.7pp | 32.53%-26.7pp | 7.63%-1.8pp |
| Employer contribution / active EE | $36 | $1,115-96.8% | $1,961-98.2% | $2,381-98.5% |
| Participant deferral / active EE | $2,177 | $2,301-5.4% | $3,108-29.9% | $3,470-37.2% |
| Admin fee / account holder | $9,923 | $4,223+135.0% | $5,060+96.1% | $4,888+103.0% |