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 | $38,444 | $54,705-29.7% | $71,209-46.0% | $84,808-54.7% |
| Participation rate | 43.7% | 64.1%-20.4pp | 73.8%-30.1pp | 68.3%-24.6pp |
| Annual return | 21.06% | 35.90%-14.8pp | 282.51%-261.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $712 | $2,158-67.0% | $2,721-73.8% | $2,631-72.9% |
| Participant deferral / active EE | $1,997 | $3,030-34.1% | $4,175-52.2% | $4,212-52.6% |
| Admin fee / account holder | $924 | $4,863-81.0% | $5,349-82.7% | $7,344-87.4% |