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 | $25,109 | $63,346-60.4% | $92,233-72.8% | $70,131-64.2% |
| Participation rate | 31.1% | 68.7%-37.5pp | 76.5%-45.3pp | 69.5%-38.4pp |
| Annual return | 14.58% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,272 | $2,471-48.5% | $3,679-65.4% | $2,342-45.7% |
| Participant deferral / active EE | $1,667 | $2,854-41.6% | $3,897-57.2% | $3,332-50.0% |
| Admin fee / account holder | $9,914 | $3,840+158.2% | $5,194+90.9% | $4,645+113.4% |