Filed March 21, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,395 | $65,557-52.1% | $64,056-51.0% | $71,457-56.1% |
| Participation rate | 39.4% | 73.2%-33.8pp | 72.3%-32.9pp | 67.9%-28.6pp |
| Annual return | 18.66% | 18.94%-0.3pp | 33.69%-15.0pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,075 | $3,626-70.4% | $3,880-72.3% | $4,289-74.9% |
| Admin fee / account holder | $1,780 | $616+189.0% | $3,068-42.0% | $1,587+12.1% |