Filed June 7, 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 | $56,709 | $135,952-58.3% | $123,892-54.2% | $273,961-79.3% |
| Participation rate | 35.7% | 84.1%-48.3pp | 81.4%-45.7pp | 83.0%-47.3pp |
| Annual return | 8.36% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,155 | $5,170-77.7% | $4,617-75.0% | $4,869-76.3% |
| Participant deferral / active EE | $2,281 | $6,343-64.0% | $5,984-61.9% | $5,287-56.9% |
| Admin fee / account holder | $10,854 | $9,817+10.6% | $8,357+29.9% | $10,132+7.1% |