Filed November 24, 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 | $55,368 | $54,541+1.5% | $78,778-29.7% | $70,131-21.1% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.2%-13.2pp | 69.5%-13.6pp |
| Annual return | 13.44% | 21.07%-7.6pp | 35.62%-22.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,118 | $2,210-49.4% | $2,958-62.2% | $3,332-66.4% |
| Admin fee / account holder | $18,548 | $3,709+400.1% | $5,134+261.3% | $4,645+299.3% |