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 | $121,348 | $49,227+146.5% | $70,449+72.2% | $79,858+52.0% |
| Participation rate | 9.2% | 69.2%-60.0pp | 75.1%-65.8pp | 69.6%-60.4pp |
| Annual return | 26.12% | 30.06%-3.9pp | 109.03%-82.9pp | 31.71%-5.6pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $512 | $2,768-81.5% | $3,709-86.2% | $3,740-86.3% |
| Admin fee / account holder | $3,109 | $2,878+8.0% | $3,845-19.1% | $5,306-41.4% |