Filed October 1, 2014 (most recent of 2 filings on file)
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 | $42,997 | $100,041-57.0% | $149,718-71.3% | $70,131-38.7% |
| Participation rate | 65.9% | 83.6%-17.7pp | 87.1%-21.2pp | 69.5%-3.7pp |
| Annual return | 29.20% | 27.43%+1.8pp | 1501.63%-1472.4pp | 73.14%-43.9pp |
| Employer contribution / active EE | $1,489 | $3,662-59.3% | $5,445-72.7% | $2,342-36.4% |
| Participant deferral / active EE | $2,190 | $4,983-56.1% | $6,569-66.7% | $3,332-34.3% |
| Admin fee / account holder | $5,255 | $8,286-36.6% | $11,283-53.4% | $4,645+13.1% |