Filed March 23, 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 | $64,963 | $60,124+8.0% | $90,404-28.1% | $79,858-18.7% |
| Participation rate | 62.0% | 65.0%-3.0pp | 72.7%-10.7pp | 69.6%-7.6pp |
| Annual return | 17.54% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,989 | $2,938+103.8% | $3,963+51.1% | $3,740+60.1% |
| Admin fee / account holder | $502 | $3,976-87.4% | $5,611-91.1% | $5,306-90.5% |