Filed August 26, 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 | $81,271 | $80,717+0.7% | $154,803-47.5% | $84,808-4.2% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 13.87% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $465 | $2,761-83.2% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $2,208 | $3,303-33.2% | $5,540-60.1% | $4,212-47.6% |
| Admin fee / account holder | $12,789 | $6,746+89.6% | $14,329-10.7% | $7,344+74.2% |