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 | $29,276 | $55,706-47.4% | $75,886-61.4% | $72,985-59.9% |
| Participation rate | 61.2% | 61.1%+0.1pp | 69.3%-8.1pp | 69.5%-8.3pp |
| Annual return | 20.87% | 27.59%-6.7pp | 30.76%-9.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,172 | $1,687-30.5% | $2,500-53.1% | $2,440-52.0% |
| Participant deferral / active EE | $2,493 | $2,634-5.4% | $3,603-30.8% | $3,607-30.9% |
| Admin fee / account holder | $1,528 | $3,978-61.6% | $5,418-71.8% | $5,124-70.2% |