Filed December 16, 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 4-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 | $39,546 | $81,446-51.4% | $103,374-61.7% | $80,874-51.1% |
| Participation rate | 21.8% | 66.9%-45.1pp | 74.5%-52.7pp | 67.6%-45.9pp |
| Annual return | 15.93% | 25.57%-9.6pp | 24.89%-9.0pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,202 | $3,107-61.3% | $3,869-68.9% | $2,756-56.4% |
| Participant deferral / active EE | $2,345 | $3,870-39.4% | $5,058-53.6% | $4,297-45.4% |
| Admin fee / account holder | $572 | $6,715-91.5% | $8,394-93.2% | $6,935-91.8% |