Filed June 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,685 | $150,440-45.7% | $136,294-40.1% | $147,584-44.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 27.48% | 1049.08%-1021.6pp | 5155.94%-5128.5pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,116 | $5,256-78.8% | $4,695-76.2% | $4,876-77.1% |
| Participant deferral / active EE | $2,015 | $6,630-69.6% | $6,247-67.7% | $5,439-63.0% |
| Admin fee / account holder | $962 | $10,905-91.2% | $9,243-89.6% | $10,885-91.2% |