Filed August 12, 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 7-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 | $15,866 | $162,781-90.3% | $133,956-88.2% | $158,922-90.0% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 42.93% | 41.94%+1.0pp | 45.09%-2.2pp | 302.83%-259.9pp |
| Employer contribution / active EE | $1,557 | $4,975-68.7% | $3,919-60.3% | $4,761-67.3% |
| Participant deferral / active EE | $2,324 | $5,911-60.7% | $5,048-54.0% | $5,982-61.1% |
| Admin fee / account holder | $1,600 | $11,736-86.4% | $8,927-82.1% | $11,246-85.8% |