Filed January 18, 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 | $139,273 | $138,044+0.9% | $125,339+11.1% | $134,475+3.6% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -15.38% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $8,190 | $5,243+56.2% | $4,814+70.1% | $4,740+72.8% |
| Participant deferral / active EE | $2,636 | $7,799-66.2% | $7,446-64.6% | $6,400-58.8% |
| Admin fee / account holder | $13,497 | $11,571+16.6% | $10,010+34.8% | $11,426+18.1% |