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 | $36,088 | $59,805-39.7% | $79,550-54.6% | $68,494-47.3% |
| Participation rate | 58.3% | 61.1%-2.7pp | 69.5%-11.2pp | 67.9%-9.6pp |
| Annual return | -15.70% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $53 | $1,505-96.5% | $2,413-97.8% | $2,596-98.0% |
| Participant deferral / active EE | $2,427 | $3,024-19.7% | $3,985-39.1% | $4,027-39.7% |
| Admin fee / account holder | $3,275 | $4,835-32.3% | $6,832-52.1% | $5,403-39.4% |