Filed September 24, 2014 (most recent of 4 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,399 | $171,865-90.5% | $149,718-89.0% | $147,584-88.9% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 25.75% | 2113.22%-2087.5pp | 1501.63%-1475.9pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,601 | $6,275-58.6% | $5,445-52.2% | $4,876-46.7% |
| Participant deferral / active EE | $3,962 | $7,271-45.5% | $6,569-39.7% | $5,439-27.2% |
| Admin fee / account holder | $961 | $13,799-93.0% | $11,283-91.5% | $10,885-91.2% |