Filed November 25, 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 | $64,260 | $51,769+24.1% | $57,343+12.1% | $52,331+22.8% |
| Participation rate | 7.6% | 75.2%-67.7pp | 75.1%-67.5pp | 68.1%-60.5pp |
| Annual return | 2.74% | 2.43%+0.3pp | 24.39%-21.6pp | 4.54%-1.8pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $213 | $2,794-92.4% | $3,162-93.3% | $3,022-93.0% |
| Admin fee / account holder | $767 | $295+160.1% | $3,356-77.1% | $592+29.6% |