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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,652 | $58,208-38.8% | $81,812-56.4% | $80,856-55.9% |
| Participation rate | 69.3% | 63.4%+5.9pp | 72.3%-3.0pp | 67.6%+1.7pp |
| Annual return | 9.64% | 41.66%-32.0pp | 773.79%-764.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $261 | $2,340-88.9% | $2,912-91.0% | $2,755-90.5% |
| Participant deferral / active EE | $2,931 | $3,281-10.7% | $4,319-32.1% | $4,296-31.8% |
| Admin fee / account holder | $8,881 | $4,981+78.3% | $7,386+20.2% | $6,918+28.4% |