Filed July 25, 2014 (most recent of 2 filings on file)
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 | $155,009 | $54,762+183.1% | $90,281+71.7% | $72,985+112.4% |
| Participation rate | 67.9% | 65.1%+2.7pp | 73.3%-5.4pp | 69.5%-1.6pp |
| Annual return | 17.65% | 30.63%-13.0pp | 78.10%-60.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $6,351 | $2,092+203.5% | $2,854+122.5% | $2,440+160.3% |
| Participant deferral / active EE | $5,706 | $2,887+97.7% | $3,885+46.9% | $3,607+58.2% |
| Admin fee / account holder | $22,560 | $3,972+468.0% | $5,351+321.6% | $5,124+340.2% |