Filed August 12, 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 7-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 | $45,734 | $165,984-72.4% | $164,813-72.3% | $145,922-68.7% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.0pp |
| Annual return | 13.85% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,000 | $5,273-62.1% | $4,341-53.9% | $4,660-57.1% |
| Participant deferral / active EE | $2,368 | $6,959-66.0% | $6,031-60.7% | $6,688-64.6% |
| Admin fee / account holder | $568 | $16,648-96.6% | $12,690-95.5% | $13,397-95.8% |