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 | $95,257 | $46,553+104.6% | $64,056+48.7% | $75,163+26.7% |
| Participation rate | 2.7% | 65.9%-63.3pp | 72.3%-69.6pp | 67.2%-64.5pp |
| Annual return | 26.88% | 26.03%+0.8pp | 33.69%-6.8pp | 160.62%-133.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $237 | $2,837-91.6% | $3,880-93.9% | $4,125-94.2% |
| Admin fee / account holder | $3,982 | $2,952+34.9% | $3,068+29.8% | $5,651-29.5% |