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 | $36,471 | $59,839-39.1% | $81,983-55.5% | $79,858-54.3% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.2%-2.6pp | 69.6%-3.0pp |
| Annual return | 22.62% | 17.56%+5.1pp | 41.31%-18.7pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,077 | $1,713-37.1% | $2,498-56.9% | $2,471-56.4% |
| Participant deferral / active EE | $3,138 | $2,695+16.4% | $3,722-15.7% | $3,740-16.1% |
| Admin fee / account holder | $1,557 | $4,287-63.7% | $5,664-72.5% | $5,306-70.7% |