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 | $28,582 | $47,944-40.4% | $67,834-57.9% | $62,891-54.6% |
| Participation rate | 14.8% | 61.1%-46.3pp | 68.8%-54.0pp | 69.3%-54.5pp |
| Annual return | 10.28% | 11.77%-1.5pp | 138.47%-128.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $967 | $2,247-57.0% | $3,160-69.4% | $3,203-69.8% |
| Admin fee / account holder | $3,640 | $3,712-1.9% | $4,622-21.3% | $4,296-15.3% |