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 | $32,802 | $77,813-57.8% | $123,544-73.4% | $64,186-48.9% |
| Participation rate | 56.7% | 74.7%-18.0pp | 82.3%-25.6pp | 69.6%-12.9pp |
| Annual return | -1.04% | 12.48%-13.5pp | 119.20%-120.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,769 | $3,014-41.3% | $4,628-61.8% | $2,381-25.7% |
| Participant deferral / active EE | $2,881 | $5,240-45.0% | $6,426-55.2% | $3,470-17.0% |
| Admin fee / account holder | $1,229 | $5,519-77.7% | $9,284-86.8% | $4,888-74.9% |