Filed February 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,160 | $78,926-21.2% | $136,749-54.5% | $84,808-26.7% |
| Participation rate | 41.2% | 62.2%-20.9pp | 72.1%-30.9pp | 68.3%-27.1pp |
| Annual return | 10.27% | 18.17%-7.9pp | 24.33%-14.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,665 | $2,134-22.0% | $3,400-51.0% | $2,631-36.7% |
| Participant deferral / active EE | $2,306 | $3,168-27.2% | $4,692-50.9% | $4,212-45.2% |
| Admin fee / account holder | $12,881 | $6,369+102.2% | $11,386+13.1% | $7,344+75.4% |