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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,468 | $109,359-68.5% | $162,163-78.7% | $72,985-52.8% |
| Participation rate | 63.0% | 84.3%-21.2pp | 87.6%-24.5pp | 69.5%-6.5pp |
| Annual return | 26.16% | 25.46%+0.7pp | 115.59%-89.4pp | 81.00%-54.8pp |
| Employer contribution / active EE | $796 | $3,907-79.6% | $5,614-85.8% | $2,440-67.4% |
| Participant deferral / active EE | $3,804 | $5,481-30.6% | $7,298-47.9% | $3,607+5.5% |
| Admin fee / account holder | $6,172 | $7,972-22.6% | $10,843-43.1% | $5,124+20.4% |