Filed January 27, 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 | $22,376 | $49,280-54.6% | $67,313-66.8% | $64,186-65.1% |
| Participation rate | 56.9% | 60.8%-3.9pp | 69.1%-12.2pp | 69.6%-12.7pp |
| Annual return | 12.34% | -1.39%+13.7pp | -4.08%+16.4pp | 7.63%+4.7pp |
| Employer contribution / active EE | $1,051 | $1,668-37.0% | $2,566-59.0% | $2,381-55.8% |
| Participant deferral / active EE | $4,476 | $2,484+80.2% | $3,568+25.5% | $3,470+29.0% |
| Admin fee / account holder | $2,231 | $3,863-42.2% | $4,507-50.5% | $4,888-54.4% |