Filed January 14, 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 5-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.
Participant 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.)
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 | $2,765 | $232,540-98.8% | $185,117-98.5% | $147,584-98.1% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 14.25% | 43.03%-28.8pp | 40.50%-26.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $455 | $5,195-91.2% | $4,182-89.1% | $4,876-90.7% |
| Participant deferral / active EE | $738 | $5,834-87.4% | $5,045-85.4% | $5,439-86.4% |
| Admin fee / account holder | $983 | $10,275-90.4% | $8,159-88.0% | $10,885-91.0% |