Filed April 14, 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 | $38,299 | $72,277-47.0% | $101,248-62.2% | $79,858-52.0% |
| Participation rate | 65.2% | 68.5%-3.2pp | 75.8%-10.6pp | 69.6%-4.4pp |
| Annual return | 1.93% | 22.30%-20.4pp | 46.47%-44.5pp | 31.71%-29.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,864 | $3,282-43.2% | $4,370-57.3% | $3,740-50.1% |
| Admin fee / account holder | $7,740 | $4,400+75.9% | $5,945+30.2% | $5,306+45.9% |