Filed August 8, 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 | $35,827 | $65,561-45.4% | $86,188-58.4% | $75,163-52.3% |
| Participation rate | 62.9% | 60.5%+2.4pp | 69.0%-6.0pp | 67.2%-4.3pp |
| Annual return | 15.73% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,462 | $3,024-18.6% | $3,985-38.2% | $4,125-40.3% |
| Admin fee / account holder | $4,375 | $5,474-20.1% | $6,852-36.1% | $5,651-22.6% |