Filed May 1, 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 3-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 | $28,309 | $47,944-41.0% | $67,834-58.3% | $62,891-55.0% |
| Participation rate | 38.2% | 61.1%-22.8pp | 68.8%-30.6pp | 69.3%-31.1pp |
| Annual return | 8.39% | 11.77%-3.4pp | 138.47%-130.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,520 | $1,562-2.7% | $2,403-36.8% | $2,281-33.4% |
| Participant deferral / active EE | $2,432 | $2,247+8.2% | $3,160-23.0% | $3,203-24.1% |
| Admin fee / account holder | $10,141 | $3,712+173.2% | $4,622+119.4% | $4,296+136.1% |