Filed January 19, 2015
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 4-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 | $17,969 | $49,657-63.8% | $93,063-80.7% | $67,986-73.6% |
| Participation rate | 21.2% | 49.9%-28.7pp | 72.1%-50.9pp | 57.2%-36.0pp |
| Annual return | 17.73% | 26.27%-8.5pp | 34.15%-16.4pp | 31.67%-13.9pp |
| Employer contribution / active EE | $338 | $1,279-73.6% | $2,476-86.4% | $2,019-83.3% |
| Participant deferral / active EE | $678 | $2,484-72.7% | $3,958-82.9% | $3,358-79.8% |
| Admin fee / account holder | $663 | $2,843-76.7% | $6,033-89.0% | $3,203-79.3% |