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 | $31,381 | $51,620-39.2% | $90,281-65.2% | $65,185-51.9% |
| Participation rate | 68.9% | 68.6%+0.3pp | 73.3%-4.3pp | 70.2%-1.3pp |
| Annual return | 21.01% | 24.94%-3.9pp | 78.10%-57.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $170 | $2,235-92.4% | $2,854-94.1% | $2,177-92.2% |
| Participant deferral / active EE | $1,998 | $2,871-30.4% | $3,885-48.6% | $3,514-43.1% |
| Admin fee / account holder | $545 | $384+41.8% | $5,351-89.8% | $847-35.7% |