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 | $53,670 | $84,487-36.5% | $125,339-57.2% | $66,914-19.8% |
| Participation rate | 59.5% | 76.4%-16.9pp | 82.4%-22.9pp | 69.8%-10.3pp |
| Annual return | -17.12% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,448 | $3,553-31.1% | $4,814-49.1% | $2,544-3.8% |
| Participant deferral / active EE | $5,297 | $6,781-21.9% | $7,446-28.9% | $4,237+25.0% |
| Admin fee / account holder | $3,214 | $685+369.2% | $10,010-67.9% | $593+441.8% |