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 | $53,053+0.7% | $126,539-57.8% | $74,304-28.1% |
| Participation rate | 51.0% | 48.0%+3.0pp | 69.8%-18.8pp | 60.3%-9.3pp |
| Annual return | 16.99% | 29.46%-12.5pp | 425.95%-409.0pp | 29.43%-12.4pp |
| Employer contribution / active EE | $945 | $1,168-19.1% | $3,674-74.3% | $2,241-57.8% |
| Participant deferral / active EE | $2,281 | $2,303-0.9% | $4,083-44.1% | $3,767-39.4% |
| Admin fee / account holder | $939 | $3,698-74.6% | $6,065-84.5% | $2,969-68.4% |