Filed December 30, 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 8-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 | $43,732 | $52,279-16.3% | $89,391-51.1% | $79,858-45.2% |
| Participation rate | 64.8% | 57.5%+7.3pp | 68.0%-3.1pp | 69.6%-4.8pp |
| Annual return | 13.99% | 22.16%-8.2pp | 245.62%-231.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $933 | $1,572-40.6% | $2,586-63.9% | $2,471-62.2% |
| Participant deferral / active EE | $4,078 | $2,740+48.8% | $3,890+4.8% | $3,740+9.0% |
| Admin fee / account holder | $618 | $3,356-81.6% | $4,881-87.3% | $5,306-88.4% |