Filed December 15, 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 | $54,633 | $48,300+13.1% | $40,145,923-99.9% | $62,891-13.1% |
| Participation rate | 44.0% | 62.0%-18.0pp | 68.4%-24.4pp | 69.3%-25.3pp |
| Annual return | 5.80% | 6.95%-1.2pp | 5.24%+0.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $933 | $1,333-30.0% | $1,844-49.4% | $2,281-59.1% |
| Participant deferral / active EE | $2,797 | $2,388+17.1% | $2,591+8.0% | $3,203-12.7% |
| Admin fee / account holder | $721 | $2,919-75.3% | $2,903-75.2% | $4,296-83.2% |