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 | $39,461 | $54,350-27.4% | $82,719-52.3% | $68,494-42.4% |
| Participation rate | 65.5% | 63.9%+1.6pp | 72.6%-7.1pp | 67.9%-2.4pp |
| Annual return | -15.44% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $211 | $2,218-90.5% | $3,009-93.0% | $2,596-91.9% |
| Participant deferral / active EE | $2,325 | $3,246-28.4% | $4,395-47.1% | $4,027-42.3% |
| Admin fee / account holder | $1,322 | $4,395-69.9% | $5,329-75.2% | $5,403-75.5% |