Filed March 23, 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 | $132,909 | $100,923+31.7% | $150,045-11.4% | $74,304+78.9% |
| Participation rate | 49.0% | 70.1%-21.1pp | 82.3%-33.3pp | 60.3%-11.3pp |
| Annual return | 15.14% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $598 | $3,463-82.7% | $4,693-87.3% | $2,241-73.3% |
| Participant deferral / active EE | $5,554 | $6,709-17.2% | $7,997-30.5% | $3,767+47.4% |
| Admin fee / account holder | $12,500 | $2,767+351.8% | $13,435-7.0% | $2,969+321.0% |