Filed October 2, 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.)
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 | $14,763 | $46,072-68.0% | $70,014-78.9% | $55,167-73.2% |
| Participation rate | 31.1% | 67.5%-36.3pp | 71.8%-40.7pp | 69.0%-37.9pp |
| Annual return | 9.40% | 8.68%+0.7pp | 12.99%-3.6pp | 169.23%-159.8pp |
| Employer contribution / active EE | $879 | $1,500-41.4% | $2,338-62.4% | $1,963-55.2% |
| Participant deferral / active EE | $1,415 | $2,344-39.6% | $2,931-51.7% | $3,054-53.7% |
| Admin fee / account holder | $2,388 | $428+458.5% | $4,380-45.5% | $504+373.9% |