Filed October 6, 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 | $75,257 | $60,795+23.8% | $69,455+8.4% | $65,185+15.5% |
| Participation rate | 53.6% | 74.9%-21.2pp | 74.6%-21.0pp | 70.2%-16.6pp |
| Annual return | 216.88% | 17.46%+199.4pp | 28.97%+187.9pp | 29.38%+187.5pp |
| Employer contribution / active EE | $2,254 | $2,452-8.1% | $2,779-18.9% | $2,177+3.5% |
| Participant deferral / active EE | $2,428 | $3,162-23.2% | $3,535-31.3% | $3,514-30.9% |
| Admin fee / account holder | $8,167 | $314+2503.5% | $3,839+112.7% | $847+864.1% |