Filed March 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,952 | $46,732-8.1% | $156,549-72.6% | $55,167-22.1% |
| Participation rate | 38.4% | 65.8%-27.4pp | 84.0%-45.6pp | 69.0%-30.6pp |
| Annual return | -1.23% | 17.72%-18.9pp | 32.23%-33.5pp | 169.23%-170.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,567 | $2,204-28.9% | $4,871-67.8% | $3,054-48.7% |
| Admin fee / account holder | $19,123 | $418+4470.8% | $13,027+46.8% | $504+3695.0% |