Filed January 2, 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 | $53,851 | $78,483-31.4% | $106,201-49.3% | $74,546-27.8% |
| Participation rate | 49.3% | 72.8%-23.5pp | 75.3%-26.0pp | 67.2%-17.9pp |
| Annual return | 13.20% | 15.94%-2.7pp | 116.26%-103.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,032 | $2,522-59.1% | $3,170-67.4% | $2,624-60.7% |
| Participant deferral / active EE | $2,521 | $4,320-41.7% | $5,012-49.7% | $4,347-42.0% |
| Admin fee / account holder | $2,313 | $2,236+3.4% | $11,039-79.1% | $1,944+19.0% |