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 | $96,575 | $45,073+114.3% | $69,455+39.0% | $72,985+32.3% |
| Participation rate | 12.3% | 68.5%-56.1pp | 74.6%-62.3pp | 69.5%-57.1pp |
| Annual return | 25.22% | 22.65%+2.6pp | 28.97%-3.7pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $543 | $2,602-79.1% | $3,535-84.6% | $3,607-85.0% |
| Admin fee / account holder | $1,747 | $3,056-42.8% | $3,839-54.5% | $5,124-65.9% |