Filed June 25, 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 | $34,214 | $85,766-60.1% | $136,294-74.9% | $70,131-51.2% |
| Participation rate | 58.2% | 74.2%-16.0pp | 81.9%-23.7pp | 69.5%-11.4pp |
| Annual return | 36.83% | 31.45%+5.4pp | 5155.94%-5119.1pp | 73.14%-36.3pp |
| Employer contribution / active EE | $1,944 | $2,966-34.5% | $4,695-58.6% | $2,342-17.0% |
| Participant deferral / active EE | $3,095 | $5,051-38.7% | $6,247-50.5% | $3,332-7.1% |
| Admin fee / account holder | $3,273 | $5,420-39.6% | $9,243-64.6% | $4,645-29.5% |