Filed January 16, 2015
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,175 | $87,841-70.2% | $133,980-80.5% | $62,891-58.4% |
| Participation rate | 63.9% | 83.4%-19.4pp | 87.1%-23.1pp | 69.3%-5.4pp |
| Annual return | 34.46% | 12.05%+22.4pp | 29.30%+5.2pp | 20.14%+14.3pp |
| Employer contribution / active EE | $1,844 | $3,483-47.1% | $5,211-64.6% | $2,281-19.2% |
| Participant deferral / active EE | $3,314 | $4,812-31.1% | $6,282-47.2% | $3,203+3.5% |
| Admin fee / account holder | $5,974 | $5,371+11.2% | $9,324-35.9% | $4,296+39.1% |