Filed April 29, 2015 (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 | $124,140 | $57,281+116.7% | $86,612+43.3% | $75,163+65.2% |
| Participation rate | 61.3% | 63.2%-1.9pp | 71.7%-10.4pp | 67.2%-5.9pp |
| Annual return | 17.70% | 2670.75%-2653.0pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,636 | $2,314+13.9% | $3,022-12.8% | $2,670-1.3% |
| Participant deferral / active EE | $6,235 | $3,318+87.9% | $4,438+40.5% | $4,125+51.1% |
| Admin fee / account holder | $8,056 | $4,112+95.9% | $5,614+43.5% | $5,651+42.6% |