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.
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 | $45,987 | $54,705-15.9% | $71,209-35.4% | $84,808-45.8% |
| Participation rate | 65.9% | 64.1%+1.8pp | 73.8%-7.9pp | 68.3%-2.4pp |
| Annual return | 11.39% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $338 | $2,158-84.3% | $2,721-87.6% | $2,631-87.1% |
| Participant deferral / active EE | $3,316 | $3,030+9.4% | $4,175-20.6% | $4,212-21.3% |
| Admin fee / account holder | $1,742 | $4,863-64.2% | $5,349-67.4% | $7,344-76.3% |