Filed June 27, 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 | $107,361 | $89,355+20.2% | $141,162-23.9% | $72,985+47.1% |
| Participation rate | 67.7% | 75.1%-7.4pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 25.63% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,666 | $5,418+60.0% | $6,709+29.2% | $3,607+140.2% |
| Admin fee / account holder | $9,784 | $5,958+64.2% | $10,261-4.7% | $5,124+90.9% |