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 | $3,144 | $211,958-98.5% | $169,463-98.1% | $135,375-97.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -6.93% | 3.26%-10.2pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $620 | $5,120-87.9% | $4,159-85.1% | $4,779-87.0% |
| Participant deferral / active EE | $754 | $6,075-87.6% | $5,277-85.7% | $5,609-86.6% |
| Admin fee / account holder | $808 | $11,471-93.0% | $9,109-91.1% | $10,827-92.5% |