Filed December 11, 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 | $41,177 | $70,002-41.2% | $115,037-64.2% | $52,331-21.3% |
| Participation rate | 31.2% | 72.1%-40.9pp | 81.4%-50.1pp | 68.1%-36.9pp |
| Annual return | 2.45% | 4.04%-1.6pp | 26.14%-23.7pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,288 | $2,715-52.6% | $4,608-72.0% | $1,882-31.6% |
| Participant deferral / active EE | $2,424 | $4,920-50.7% | $6,026-59.8% | $3,022-19.8% |
| Admin fee / account holder | $850 | $566+50.1% | $8,175-89.6% | $592+43.6% |