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 | $44,079 | $76,552-42.4% | $123,892-64.4% | $62,891-29.9% |
| Participation rate | 54.7% | 73.0%-18.3pp | 81.4%-26.7pp | 69.3%-14.6pp |
| Annual return | 8.14% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,075 | $2,883-28.0% | $4,617-55.0% | $2,281-9.0% |
| Participant deferral / active EE | $4,355 | $4,840-10.0% | $5,984-27.2% | $3,203+36.0% |
| Admin fee / account holder | $5,851 | $4,826+21.3% | $8,357-30.0% | $4,296+36.2% |