Filed July 25, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,478 | $44,873-32.1% | $79,464-61.6% | $56,287-45.9% |
| Participation rate | 55.1% | 68.7%-13.6pp | 73.3%-18.2pp | 69.9%-14.7pp |
| Annual return | -4.57% | 0.81%-5.4pp | 718.14%-722.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $159 | $2,140-92.6% | $2,800-94.3% | $2,111-92.5% |
| Participant deferral / active EE | $1,870 | $2,746-31.9% | $3,704-49.5% | $3,350-44.2% |
| Admin fee / account holder | $445 | $418+6.3% | $5,113-91.3% | $521-14.6% |