Filed February 19, 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.
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 | $25,182 | $96,956-74.0% | $70,014-64.0% | $273,961-90.8% |
| Participation rate | 63.2% | 77.1%-13.9pp | 71.8%-8.7pp | 83.0%-19.9pp |
| Annual return | 3.19% | 12.93%-9.7pp | 12.99%-9.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,249 | $3,316-62.3% | $2,338-46.6% | $4,869-74.3% |
| Participant deferral / active EE | $3,465 | $3,744-7.4% | $2,931+18.2% | $5,287-34.5% |
| Admin fee / account holder | $31,246 | $7,934+293.8% | $4,380+613.3% | $10,132+208.4% |