Filed May 28, 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.
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 | $86,555 | $81,233+6.6% | $155,567-44.4% | $80,874+7.0% |
| Participation rate | 49.0% | 66.2%-17.3pp | 78.2%-29.2pp | 67.6%-18.7pp |
| Annual return | 9.78% | 33.33%-23.6pp | 64.74%-55.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $945 | $3,101-69.5% | $4,674-79.8% | $2,756-65.7% |
| Participant deferral / active EE | $3,273 | $3,452-5.2% | $5,628-41.8% | $4,297-23.8% |
| Admin fee / account holder | $52,290 | $7,998+553.8% | $15,916+228.5% | $6,935+654.0% |