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 | $14,954 | $43,504-65.6% | $68,793-78.3% | $56,287-73.4% |
| Participation rate | 54.9% | 67.8%-12.9pp | 72.2%-17.3pp | 69.9%-15.0pp |
| Annual return | -1.82% | -3.15%+1.3pp | -4.63%+2.8pp | -9.96%+8.1pp |
| Employer contribution / active EE | $1,377 | $1,525-9.7% | $2,625-47.5% | $2,111-34.7% |
| Participant deferral / active EE | $2,233 | $2,509-11.0% | $3,311-32.6% | $3,350-33.3% |
| Admin fee / account holder | $1,961 | $515+280.8% | $5,131-61.8% | $521+276.4% |