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 | $36,889 | $49,138-24.9% | $84,015-56.1% | $65,185-43.4% |
| Participation rate | 60.6% | 60.7%-0.2pp | 69.0%-8.4pp | 70.2%-9.6pp |
| Annual return | 20.55% | 23.00%-2.4pp | 71.31%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $27 | $914-97.0% | $1,983-98.6% | $2,177-98.7% |
| Participant deferral / active EE | $1,741 | $2,397-27.4% | $3,239-46.2% | $3,514-50.5% |
| Admin fee / account holder | $2,703 | $543+397.5% | $6,101-55.7% | $847+219.1% |