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 | $58,485 | $56,199+4.1% | $67,652-13.6% | $59,632-1.9% |
| Participation rate | 69.4% | 71.5%-2.1pp | 75.7%-6.3pp | 68.7%+0.7pp |
| Annual return | 1.52% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,205 | $1,614+36.6% | $2,266-2.7% | $2,203+0.1% |
| Participant deferral / active EE | $3,765 | $2,844+32.4% | $3,560+5.8% | $3,192+18.0% |
| Admin fee / account holder | $11,682 | $3,958+195.1% | $4,821+142.3% | $4,297+171.9% |