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 | $95,338 | $111,724-14.7% | $93,606+1.9% | $145,922-34.7% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 11.34% | 202.98%-191.6pp | 133.20%-121.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,303 | $3,090+6.9% | $2,420+36.5% | $4,660-29.1% |
| Participant deferral / active EE | $6,641 | $4,912+35.2% | $4,411+50.6% | $6,688-0.7% |
| Admin fee / account holder | $55,675 | $10,250+443.2% | $8,285+572.0% | $13,397+315.6% |