Filed October 2, 2013 (most recent of 6 filings on file)
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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,470 | $201,272-27.7% | $184,203-21.0% | $145,922-0.3% |
| Participation rate | 68.2% | 87.5%-19.3pp | 86.8%-18.6pp | 80.3%-12.1pp |
| Annual return | 8.60% | 29.00%-20.4pp | 28.81%-20.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,354 | $7,022-80.7% | $6,427-78.9% | $4,660-70.9% |
| Participant deferral / active EE | $3,373 | $9,806-65.6% | $9,131-63.1% | $6,688-49.6% |
| Admin fee / account holder | $5,610 | $16,364-65.7% | $13,901-59.6% | $13,397-58.1% |