Filed January 23, 2015
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 | $74,360 | $76,552-2.9% | $123,892-40.0% | $62,891+18.2% |
| Participation rate | 68.2% | 73.0%-4.8pp | 81.4%-13.2pp | 69.3%-1.1pp |
| Annual return | 8.75% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,486 | $4,840-48.6% | $5,984-58.5% | $3,203-22.4% |
| Admin fee / account holder | $304 | $4,826-93.7% | $8,357-96.4% | $4,296-92.9% |