Filed December 11, 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 | $27,347 | $135,952-79.9% | $123,892-77.9% | $273,961-90.0% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | -10.25% | 56.63%-66.9pp | 47.52%-57.8pp | 41.45%-51.7pp |
| Employer contribution / active EE | $1,201 | $5,170-76.8% | $4,617-74.0% | $4,869-75.3% |
| Participant deferral / active EE | $1,553 | $6,343-75.5% | $5,984-74.0% | $5,287-70.6% |
| Admin fee / account holder | $23,385 | $9,817+138.2% | $8,357+179.8% | $10,132+130.8% |