Filed February 20, 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 | $55,736 | $43,075+29.4% | $74,583-25.3% | $62,891-11.4% |
| Participation rate | 63.2% | 58.1%+5.1pp | 68.1%-5.0pp | 69.3%-6.1pp |
| Annual return | 7.48% | 17.50%-10.0pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $616 | $1,498-58.9% | $2,525-75.6% | $2,281-73.0% |
| Participant deferral / active EE | $3,088 | $2,389+29.2% | $3,458-10.7% | $3,203-3.6% |
| Admin fee / account holder | $1,156 | $2,840-59.3% | $4,138-72.1% | $4,296-73.1% |