Filed June 18, 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 | $41,757 | $72,177-42.1% | $115,037-63.7% | $59,632-30.0% |
| Participation rate | 58.5% | 72.6%-14.1pp | 81.4%-22.9pp | 68.7%-10.2pp |
| Annual return | -0.89% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,019 | $2,841-28.9% | $4,608-56.2% | $2,203-8.3% |
| Participant deferral / active EE | $4,842 | $4,783+1.2% | $6,026-19.7% | $3,192+51.7% |
| Admin fee / account holder | $5,689 | $4,927+15.5% | $8,175-30.4% | $4,297+32.4% |