Filed July 2, 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 | $53,399 | $51,736+3.2% | $120,225-55.6% | $67,986-21.5% |
| Participation rate | 51.0% | 46.1%+4.9pp | 69.6%-18.6pp | 57.2%-6.2pp |
| Annual return | 16.99% | 31.98%-15.0pp | 439.23%-422.2pp | 31.67%-14.7pp |
| Employer contribution / active EE | $945 | $1,071-11.8% | $3,475-72.8% | $2,019-53.2% |
| Participant deferral / active EE | $2,281 | $2,206+3.4% | $3,999-42.9% | $3,358-32.1% |
| Admin fee / account holder | $939 | $4,159-77.4% | $5,696-83.5% | $3,203-70.7% |