Filed May 7, 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.
Employer 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 | $37,378 | $100,041-62.6% | $149,718-75.0% | $70,131-46.7% |
| Participation rate | 58.0% | 83.6%-25.6pp | 87.1%-29.1pp | 69.5%-11.6pp |
| Annual return | 24.50% | 27.43%-2.9pp | 1501.63%-1477.1pp | 73.14%-48.6pp |
| Employer contribution / active EE | $552 | $3,662-84.9% | $5,445-89.9% | $2,342-76.4% |
| Participant deferral / active EE | $2,618 | $4,983-47.5% | $6,569-60.1% | $3,332-21.4% |
| Admin fee / account holder | $7,879 | $8,286-4.9% | $11,283-30.2% | $4,645+69.6% |