Filed March 27, 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.
Participant 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 | $43,832 | $58,208-24.7% | $81,812-46.4% | $80,856-45.8% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 8.23% | 41.66%-33.4pp | 773.79%-765.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $3,112 | $2,340+33.0% | $2,912+6.8% | $2,755+13.0% |
| Participant deferral / active EE | $570 | $3,281-82.6% | $4,319-86.8% | $4,296-86.7% |
| Admin fee / account holder | $397 | $4,981-92.0% | $7,386-94.6% | $6,918-94.3% |