Filed March 21, 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 | $21,928 | $56,897-61.5% | $84,750-74.1% | $62,891-65.1% |
| Participation rate | 44.3% | 68.5%-24.3pp | 76.6%-32.3pp | 69.3%-25.0pp |
| Annual return | 21.41% | 6.30%+15.1pp | 22.78%-1.4pp | 20.14%+1.3pp |
| Employer contribution / active EE | $1,563 | $2,400-34.9% | $3,574-56.3% | $2,281-31.5% |
| Participant deferral / active EE | $2,032 | $2,709-25.0% | $3,712-45.3% | $3,203-36.6% |
| Admin fee / account holder | $954 | $3,581-73.4% | $5,332-82.1% | $4,296-77.8% |