Filed August 26, 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.
Employer 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 | $60,119 | $71,050-15.4% | $93,606-35.8% | $80,856-25.6% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 17.51% | 11.26%+6.3pp | 133.20%-115.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $293 | $1,564-81.2% | $2,420-87.9% | $2,755-89.4% |
| Participant deferral / active EE | $1,646 | $4,034-59.2% | $4,411-62.7% | $4,296-61.7% |
| Admin fee / account holder | $1,062 | $6,945-84.7% | $8,285-87.2% | $6,918-84.7% |