Filed December 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 | $40,946 | $91,407-55.2% | $135,903-69.9% | $71,457-42.7% |
| Participation rate | 52.5% | 75.7%-23.2pp | 81.9%-29.4pp | 67.9%-15.4pp |
| Annual return | 21.15% | 29.90%-8.7pp | 68.23%-47.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,928 | $3,703-48.0% | $4,856-60.3% | $2,588-25.5% |
| Participant deferral / active EE | $3,427 | $7,092-51.7% | $7,758-55.8% | $4,289-20.1% |
| Admin fee / account holder | $2,683 | $1,266+111.9% | $10,762-75.1% | $1,587+69.0% |