Filed March 21, 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 | $37,734 | $69,763-45.9% | $67,502-44.1% | $74,495-49.3% |
| Participation rate | 41.4% | 71.4%-30.0pp | 72.9%-31.5pp | 67.2%-25.8pp |
| Annual return | 13.03% | -40.34%+53.4pp | 3512.12%-3499.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,319 | $3,636-63.7% | $4,000-67.0% | $4,346-69.7% |
| Admin fee / account holder | $652 | $896-27.2% | $3,998-83.7% | $1,942-66.4% |