Filed December 2, 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 | $42,812 | $101,317-57.7% | $146,958-70.9% | $74,495-42.5% |
| Participation rate | 58.7% | 75.5%-16.8pp | 82.2%-23.4pp | 67.2%-8.5pp |
| Annual return | 16.85% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,656 | $3,810-56.5% | $4,933-66.4% | $2,623-36.8% |
| Participant deferral / active EE | $3,220 | $7,303-55.9% | $8,070-60.1% | $4,346-25.9% |
| Admin fee / account holder | $2,381 | $1,739+36.9% | $12,998-81.7% | $1,942+22.6% |