Filed June 5, 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 | $30,598 | $48,076-36.4% | $78,689-61.1% | $62,891-51.3% |
| Participation rate | 44.3% | 65.2%-20.9pp | 73.6%-29.3pp | 69.3%-25.0pp |
| Annual return | 8.51% | 31.35%-22.8pp | 62.18%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $297 | $2,015-85.3% | $2,851-89.6% | $2,281-87.0% |
| Participant deferral / active EE | $982 | $2,588-62.0% | $3,517-72.1% | $3,203-69.3% |
| Admin fee / account holder | $586 | $3,207-81.7% | $4,510-87.0% | $4,296-86.4% |