Filed April 25, 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 | $26,990 | $80,812-66.6% | $160,784-83.2% | $82,448-67.3% |
| Participation rate | 32.1% | 66.2%-34.2pp | 77.0%-44.9pp | 68.1%-36.0pp |
| Annual return | 14.10% | 100.59%-86.5pp | 1803.92%-1789.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $944 | $2,174-56.6% | $3,733-74.7% | $2,551-63.0% |
| Participant deferral / active EE | $1,986 | $4,335-54.2% | $6,293-68.4% | $4,139-52.0% |
| Admin fee / account holder | $7,447 | $7,695-3.2% | $9,717-23.4% | $7,234+2.9% |