Filed October 6, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,027 | $65,322-0.5% | $70,449-7.7% | $73,488-11.5% |
| Participation rate | 68.0% | 77.0%-9.0pp | 75.1%-7.1pp | 70.7%-2.7pp |
| Annual return | 43.90% | 15.71%+28.2pp | 109.03%-65.1pp | 28.51%+15.4pp |
| Employer contribution / active EE | $2,590 | $2,460+5.3% | $2,737-5.3% | $2,270+14.1% |
| Participant deferral / active EE | $2,722 | $3,375-19.3% | $3,709-26.6% | $3,740-27.2% |
| Admin fee / account holder | $1,475 | $214+589.2% | $3,845-61.6% | $513+187.5% |