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 | $69,728 | $68,547+1.7% | $120,354-42.1% | $80,856-13.8% |
| Participation rate | 62.5% | 61.6%+0.9pp | 71.9%-9.4pp | 67.6%-5.1pp |
| Annual return | 13.60% | 23.60%-10.0pp | 107.15%-93.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,612 | $3,173+13.8% | $4,991-27.6% | $4,296-15.9% |
| Admin fee / account holder | $4,396 | $5,732-23.3% | $9,423-53.3% | $6,918-36.5% |