Filed October 28, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,834 | $72,277+303.8% | $101,248+188.2% | $79,858+265.4% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 12.35% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $13,005 | $2,692+383.2% | $3,660+255.4% | $2,471+426.3% |
| Participant deferral / active EE | $2,543 | $3,282-22.5% | $4,370-41.8% | $3,740-32.0% |
| Admin fee / account holder | $11,306 | $4,400+156.9% | $5,945+90.2% | $5,306+113.1% |