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 | $138,105 | $58,208+137.3% | $81,812+68.8% | $80,856+70.8% |
| Participation rate | 53.5% | 63.4%-9.9pp | 72.3%-18.8pp | 67.6%-14.1pp |
| Annual return | 16.38% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,218 | $2,340-5.2% | $2,912-23.8% | $2,755-19.5% |
| Participant deferral / active EE | $5,330 | $3,281+62.5% | $4,319+23.4% | $4,296+24.1% |
| Admin fee / account holder | $15,583 | $4,981+212.8% | $7,386+111.0% | $6,918+125.2% |