Filed April 30, 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 7-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 | $38,647 | $56,357-31.4% | $104,294-62.9% | $68,494-43.6% |
| Participation rate | 55.9% | 63.3%-7.4pp | 73.3%-17.4pp | 67.9%-12.0pp |
| Annual return | -15.77% | -9.19%-6.6pp | 24.61%-40.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,311 | $3,077+40.1% | $4,625-6.8% | $4,027+7.0% |
| Admin fee / account holder | $5,623 | $4,903+14.7% | $7,339-23.4% | $5,403+4.1% |