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 | $26,153 | $91,911-71.5% | $68,793-62.0% | $135,375-80.7% |
| Participation rate | 40.9% | 76.7%-35.8pp | 72.2%-31.3pp | 82.6%-41.7pp |
| Annual return | -6.40% | -8.22%+1.8pp | -4.63%-1.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $500 | $3,924-87.3% | $2,625-81.0% | $4,779-89.5% |
| Participant deferral / active EE | $1,263 | $4,315-70.7% | $3,311-61.9% | $5,609-77.5% |
| Admin fee / account holder | $1,239 | $9,240-86.6% | $5,131-75.8% | $10,827-88.6% |