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 | $67,156 | $98,750-32.0% | $149,696-55.1% | $79,858-15.9% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.5%-18.5pp | 69.6%-5.6pp |
| Annual return | 16.97% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,415 | $3,216-24.9% | $4,644-48.0% | $2,471-2.3% |
| Participant deferral / active EE | $4,753 | $5,680-16.3% | $6,842-30.5% | $3,740+27.1% |
| Admin fee / account holder | $4,954 | $6,053-18.1% | $9,309-46.8% | $5,306-6.6% |