Filed May 1, 2014 (most recent of 4 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 | $56,275 | $39,162+43.7% | $100,671-44.1% | $59,632-5.6% |
| Participation rate | 43.2% | 55.9%-12.6pp | 70.7%-27.5pp | 68.7%-25.5pp |
| Annual return | 0.14% | 21.07%-20.9pp | 20.43%-20.3pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $427 | $1,151-62.9% | $4,012-89.4% | $2,203-80.6% |
| Participant deferral / active EE | $2,764 | $1,992+38.8% | $3,144-12.1% | $3,192-13.4% |
| Admin fee / account holder | $845 | $2,969-71.6% | $4,850-82.6% | $4,297-80.3% |