Filed June 3, 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 | $130,356 | $89,753+45.2% | $107,525+21.2% | $84,808+53.7% |
| Participation rate | 67.7% | 68.1%-0.3pp | 75.1%-7.3pp | 68.3%-0.6pp |
| Annual return | 16.49% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,158 | $3,113-30.7% | $3,754-42.5% | $2,631-18.0% |
| Participant deferral / active EE | $6,872 | $4,056+69.4% | $5,116+34.3% | $4,212+63.2% |
| Admin fee / account holder | $4,869 | $7,222-32.6% | $8,919-45.4% | $7,344-33.7% |