Filed November 24, 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 | $47,286 | $152,509-69.0% | $117,472-59.7% | $134,475-64.8% |
| Participation rate | 46.2% | 77.1%-30.9pp | 70.6%-24.4pp | 81.2%-35.1pp |
| Annual return | -2.67% | 52.99%-55.7pp | 29.74%-32.4pp | 417.96%-420.6pp |
| Employer contribution / active EE | $2,860 | $5,571-48.7% | $4,176-31.5% | $4,740-39.6% |
| Participant deferral / active EE | $4,081 | $4,818-15.3% | $4,070+0.3% | $6,400-36.2% |
| Admin fee / account holder | $1,971 | $7,004-71.9% | $5,645-65.1% | $11,426-82.8% |