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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,525 | $109,359-52.9% | $162,163-68.2% | $72,985-29.4% |
| Participation rate | 63.5% | 84.3%-20.8pp | 87.6%-24.1pp | 69.5%-6.0pp |
| Annual return | 16.28% | 25.46%-9.2pp | 115.59%-99.3pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,920 | $3,907-50.9% | $5,614-65.8% | $2,440-21.3% |
| Participant deferral / active EE | $2,501 | $5,481-54.4% | $7,298-65.7% | $3,607-30.7% |
| Admin fee / account holder | $2,264 | $7,972-71.6% | $10,843-79.1% | $5,124-55.8% |