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 | $54,378 | $123,793-56.1% | $177,821-69.4% | $79,858-31.9% |
| Participation rate | 64.0% | 84.7%-20.7pp | 87.7%-23.7pp | 69.6%-5.6pp |
| Annual return | 15.02% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,009 | $4,095-50.9% | $5,918-66.0% | $2,471-18.7% |
| Participant deferral / active EE | $2,584 | $5,956-56.6% | $7,714-66.5% | $3,740-30.9% |
| Admin fee / account holder | $9,161 | $7,243+26.5% | $12,427-26.3% | $5,306+72.6% |