Filed July 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 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 | $118,288 | $65,561+80.4% | $86,188+37.2% | $75,163+57.4% |
| Participation rate | 64.3% | 60.5%+3.8pp | 69.0%-4.7pp | 67.2%-2.9pp |
| Annual return | 17.55% | 46.05%-28.5pp | 1168.45%-1150.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,380 | $1,553+117.7% | $2,380+42.0% | $2,670+26.6% |
| Participant deferral / active EE | $5,864 | $3,024+93.9% | $3,985+47.1% | $4,125+42.2% |
| Admin fee / account holder | $12,957 | $5,474+136.7% | $6,852+89.1% | $5,651+129.3% |